Eric B. Soiland

Member

Over thirty years ago, Eric made the deliberate choice to embark on a career as a financial advisor. This decision, upon reflection, appears quite fitting given his background. He was raised by a single mother who faced the challenges of divorce, widowhood, and health problems. The intricacies of managing finances remained unfamiliar to her, and their social circle lacked individuals who could provide proper financial guidance. Eric’s family relied on welfare throughout his formative years. Unfortunately, his mother passed away during his adolescence, an experience that fueled his determination. His inability to aid her in financial matters cultivated a strong drive within him to offer assistance to others. Overcoming obstacles, Eric successfully navigated his educational journey and proudly attained the distinction of being the first college graduate in his family.

As a Certified Financial Planner™, professional, Eric is committed to providing his clients with the highest level of professionalism. His mission is to empower clients to make financial decisions, big or small, simple or complex, that make a real and lasting impact on their lives and for future generations. Eric is a Partner with APEX Securities & Asset Management, LLC, and a Senior Financial Advisor.

He earned a bachelor’s degree in business administration from California Lutheran University. He is a Certified Financial Planner™, professional (CFP®), Certified Investment Management Analyst (CIMA®), and Certified Investment Management Consultant (CIMC®). In 2016 he completed an educational course in Behavioral Financial Advice.

Born and raised in Santa Rosa, has lived in Northern California for most of his life. He and his wife have two daughters. In his spare time, Eric engages in various activities, including pickleball and golf. He also enjoys photography, reading, traveling, fishing, and restoring antique cars.

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