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Eric Robert Swensen

Focus Partners Wealth, LLC

Walnut Creek, CA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-02
  • CA RA
    APPROVED
    Since 2025-05-02

Branch Locations

1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vista Wealth Management, Llc Palo Alto CA 02/2006 07/2018
Adero Partners, Llc Palo Alto CA 08/2018 Present
Focus Partners Wealth, Llc Boston MA 05/2025 Present
  • 02/2006 → 07/2018
    Vista Wealth Management, Llc
    Palo Alto, CA
  • 08/2018 → Present
    Adero Partners, Llc
    Palo Alto, CA
  • 05/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2018-08-14 → 2025-06-27
    Adero Partners, Llc
    Palo Alto, CA
    Rocklin, CA
    Walnut Creek, CA
  • 2005-04-04 → 2018-08-13
    Vista Wealth Management, Llc
    Palo Alto, CA
    Pleasanton, CA
Other Businesses

Vista Venture Partners Investment Related 1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 Investments Member Start 05/16/2014 0 hours/month Investor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-01
  • S65 Uniform Investment Adviser Law Examination
    2005-04-01
Designations

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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