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Eric La Nier

Advisor at Higher Impact Financial, LLC

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Higher Impact Financial, LLC logo

Firm

Higher Impact Financial, LLC

Location

Riverside, CA

Credentials

Series 66

Industry experience

6 years

About

Eric La Nier is a financial advisor at Higher Impact Financial, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Wealthtech Partners LLC. In addition to his advisory role, he teaches securities courses online and provides tax preparation and bookkeeping services. Higher Impact Financial is an independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning consulting. The firm tailors its investment approach to client objectives, time horizon, and risk tolerance, incorporating various strategies including asset allocation and trading techniques.

Client services

Based on Higher Impact Financial, LLC

Financial planning Portfolio management

Expertise

Based on Higher Impact Financial, LLC

Annuities

Fee options

Fixed

Fixed fees range from $750 to $12,000 per project

Project-based

Hourly fees range from $100 - $400 per hour

Other

Fee-only: Hourly fees range from $100 - $400 per hour; Fixed fees range from $750 to $12,000 per project

Location

Riverside, CA

Most active in

California

Work history

Higher Impact Financial, LLC

2024 - Present (2 years)

Kaplan

2024 - Present (2 years)

Wealthtech Partners LLC

2022 - 2024 (2 years)

Edward Jones

2019 - 2022 (3 years)

Home Care Assistance

2018 - 2019 (1 year)

Apartment Life

2015 - 2018 (3 years)

On-Line Bookkeeping Solutions

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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