Eric Berquist, JD, LL.M

Wealth Advisor

Palo Alto, CA

Investment Strategies
Financial Counseling
Tax Planning

Based in Palo Alto, Eric Berquist focuses his practice on investment management, financial counseling, and tax planning. Prior to joining the firm, Eric worked as a tax attorney at law and accounting firms in the Bay Area. 

  • Admitted to practice law in California and before the U.S. Tax Court
  • Investment Adviser Representative (Series 65)
  • JD, Santa Clara University School of Law cum laude
  • LL.M in Taxation, New York University School of Law
  • BA in International Relations, University of Pennsylvania