Eric KoideEric Koide, CFP®Wealth Planner
About Eric
Eric Koide is a 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.
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