Eric Matthews

Eric Matthews is the CEO and Wealth Advisor at EDM Capital LLC, a boutique wealth management firm he founded in 2017. Based in Beverly Hills, California, Matthews has a diverse background that includes extensive experience in financial planning and investment management.

Education and Career Background

• Education: Eric graduated with a Bachelor of Science in Business Administration, specializing in Finance, from the University of California, Riverside. He also holds a Certificate in Financial Planning from New York University.
• Early Career: Before transitioning to finance, Matthews worked in the entertainment industry for nearly a decade. His experiences there influenced his decision to pursue a career in wealth management after encountering unsatisfactory financial advice from a broker.

Professional Experience

• EDM Capital LLC: As the CEO, Matthews focuses on providing transparent and fiduciary financial planning services. His firm aims to assist clients ranging from diligent savers to families seeking financial independence.
• Previous Roles: Prior to founding EDM Capital, he worked with RTS Private Wealth Management and LourdMurray, where he gained significant experience managing substantial assets.

Licenses and Affiliations

• Matthews holds several licenses, including the Series 65 license and Life and Health Insurance License. He is also a candidate for the Certified Financial Planner (CFP®) designation.
• He is affiliated with professional organizations such as the XY Planning Network and NAPFA.

Community Involvement

In addition to his role at EDM Capital, Matthews serves on the Board of Directors for the White Heart Foundation since 2010, indicating his commitment to community service.

Overall, Eric Matthews combines his unique background with a strong commitment to ethical financial advising, aiming to empower clients through informed decision-making in their financial journeys.