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.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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