Eric S. Ball is a CERTIFIED FINANCIAL PLANNERTM with LPL Financial and has over 30 years of financial planning, investment and insurance experience.
Eric entered the financial services industry in 1981 with The Bankers Life. He established his own firm, Ball Wealth Management, in 2006 with offices in San Francisco and Porterville, California. Eric earned his undergraduate degree in history from the University of California, Berkeley and his Masters in Financial Services from The American College, Bryn Mawr, Pennsylvania.
From the boardroom of corporate clients to the “Back Forty” with farmers and growers, to professionals, self-employed business owners, to retirees, Eric has worked with hundreds of individuals, business owners and corporate clients, specializing in financial planning and retirement plans. The result of working with a diverse range of clients, from urban to rural, from generation X and Y, to Baby Boomers, to clients in their golden years, has given Eric a unique perspective on how people and their finances interact.
He is the author of “Thank God I paid Cash for the Rolls: Stories of Financial Struggles, Survival and Success.” The book is based on Eric’s experiences and those of his clients. It offers a light hearted yet practical approach to financial planning. It aims at taking the mystery out of financial concepts so that readers can benefit from the practical ideas.
Eric is the past president of the Tulare-Kings Life Underwriters Association and past board member of the Tulare-Kings Estate Planning Council. Eric’s civic activities include past president of the Rotary Club of Porterville where he has been a member for 30 years and past president of the Porterville Chamber of Commerce.
In his spare time, Eric is the Chairman of the Rolls Royce Owners Club-Northern California Region. He is also an avid traveler and is a destination and special interest speaker on several ocean liners.