Eric Smith, CFP®, is a Partner and Senior Wealth Advisor at Mission Wealth. He has built a specialized practice around equity compensation, restricted stock unit (RSU) planning, and concentrated stock positions, serving a client base that includes tech professionals, individuals, and high-net-worth families navigating complex, high-stakes financial decisions. He has helped clients navigate some of the most consequential financial decisions of their lives, executing complex strategies at the right moment and staying the course when clients were uncertain. Technical precision and genuine client trust have built him a practice that stands out. He centers his work around people — understanding what they want their lives to look like and building a financial structure that supports it. His elevation to partner in 2025 reflects the sustained quality of his work and Mission Wealth's commitment to developing its next generation of leaders from within.