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Eric R. Lewis, CFA, CFP®

Bedrock Capital Management, Inc.

5050 El Camino Real
Suite 204
Los Altos, CA 94022
Phone: (650) 964-7024
Fax: (650) 989-6802

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.