Eric Post in

Eric Post

Evaluator · DISC type cds
Financial Specialist at Pacific Advisors
📍 Los Angeles Metropolitan Area, United States

Eric Post is a Financial Specialist at Pacific Advisors, focusing on tax strategies, business succession, wealth transfer, and estate planning. He is a graduate of California State University-San Bernardino, where he earned a Bachelors degree from the College of Business and Public Administration. His career is dedicated to guiding business owners through complex financial landscapes.

Outside of his financial practice, Eric is an avid off-road and rock crawling enthusiast. He uniquely connects this passion to his profession, comparing the need for a financial advisor to having a skilled trail guide and spotter to navigate difficult terrain. He is also interested in the automotive industry, following the Specialty Equipment Market Association (SEMA).

He equates the challenges of financial planning to navigating a tough off-road trail, emphasizing the need for an expert guide.

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Experience
18 Years
Current Role
Financial Specialist
Job Level
Junior
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Eric shows up

Quality Focused
Fast But Analytical
Thorough Evaluator

They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Eric cares about

Business Succession
A primary focus of his practice is helping business owners create and execute exit plans, whether through retirement, transfer, or sale.
Tax Off-Set Planning
He specializes in developing tax-efficient strategies to help clients transfer wealth and manage their estates effectively.
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Career

Work history

7-2012
Financial Specialist
Pacific Advisors
7-2012
Financial Specialist
Pacific Advisors
6-2017 - 11-2021
Advanced Case Specialist
CapitalSmith Financial & Insurance Services
9-2011 - 7-2012
Financial Services Professional
MassMutual Financial Group
7-2010 - 9-2011
Unit Sales Manager
MassMutual Financial Group
In the press

Media appearances

Eric Post - Pacific Advisors - Forbes. Featured in Forbes
See now
Robert Bukacek, Umang Patel and Eric Post earn CEPA credential. Featured in Pacific Advisors Blog
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Education
1991 - 1998
Bachelor's Degree
California State University-San Bernardino - College of Business and Public Administration
1987 - 1990
Diploma
San Bernardino High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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