Financial Advisor

Eric Carlson

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Eric Carlson is a financial advisor at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. He provides investment advisory services to individuals and retirement plan sponsors.

Eric joins RBG after working in the mortgage financing field for close to 20 years, including nine years operating two separate private practices (Premier Home Loans and ProServ Mortgage). Over the course of his career, Eric has always emphasized providing excellent service at an affordable price. He is committed to providing superior service to clients because he believes personal attention is what leads to long-term relationships, referrals and repeat business.


Eric earned his Bachelor of Arts degree in Psychology from California Baptist University in 1994 and went on to receive his Masters in Counseling Psychology from CBU in 1996.


Eric has been very active in his local church community and led a Bible study group for several years. He has also served as the church’s treasurer and on the elder board.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI