Eric KoideEric Koide, CFP®
Vice President, Wealth Planner

About Eric

Eric Koide is a Vice President and Wealth Planner covering the West Coast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.

A CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Eric has provided comprehensive financial planning services to high-net-worth clients for nearly a decade.

Eric joined J.P. Morgan Wealth Management in 2023. Previously, he was with First Republic since 2017, and was a Financial Planner in the corporate executive counseling program at Morgan Stanley.

Eric earned an A.B. in History of Science from Harvard University and a Certificate in Personal Financial Planning from the University of California at Santa Cruz.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Retirement

Making the transition to retirement

January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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