Eric Zachary Weissman

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 07/2017
  Bpm Advisors, Inc.
  Palo Alto, CA
• 08/2017 → 03/2018
  Forus Advisors, Llc
  San Francisco, CA
• 03/2018 → 12/2025
  Sageview Advisory Group
  Irvine, CA
• 01/2021 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Creative Planning, Llc
  Redwood City, CA

Previous Registrations

• 2018-04-03 → 2026-01-13
  Creative Planning Institutional Advisors, Llc
  Woodside, CA
  Newport Beach, CA
  Redwood City, CA
• 2017-08-10 → 2018-03-06
  Forusall
  Oakland, CA
• 2015-01-12 → 2017-08-16
  Bpm Advisors, Inc.
  San Jose, CA
  Palo Alto, CA
• 2014-11-04 → 2014-12-31
  Bpm Advisors, Inc.
  San Jose, CA
  Palo Alto, CA
• 2012-01-06 → 2014-09-12
  Osaic Fa, Inc.
  San Ramon, CA
  Point Richmond, CA
  Livermore, CA
  Campbell, CA
• 2006-12-05 → 2012-01-04
  Valic Financial Advisors, Inc.
  Modesto, CA
  Oakland, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-03
• S66 Uniform Combined State Law Examination
  2006-11-08