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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com


LOS ANGELES
Eric Heer
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Vice President, Private Client Services, Sanford C. Bernstein & Co.
  • Senior management positions at various medical device companies focusing on cardiac rhythm management solutions
  • Board member, Pasadena Humane
  • Advisory board member, Geffen Playhouse
EDUCATION
  • MBA, Pepperdine University
  • MS, University of California, Los Angeles
  • BS (with honors), Stanford University

The clients I serve

My clients are entrepreneurial, thoughtful, philanthropic and committed to securing their families’ future. Whether my clients are individuals, couples or multigenerational families, my job is to listen, get to know them and understand their priorities. My approach is holistic and proactive, with the goal of ensuring that clients feel confident they’re making informed decisions about their financial well-being.

Why I work at Capital Group Private Client Services

Capital Group has a culture of caring that is heartfelt and unwavering for both clients and employees. When you truly believe in your company, respect your colleagues and enjoy what you do, it doesn’t feel like work. I carry that through to my relationships with clients. I love what we do for clients, which, ultimately, is help them prepare for what’s next in their lives.

How I help my clients

My focus is on developing deep relationships across multiple generations within a family to understand potential impacts on my clients’ long-term wealth planning goals. My relationships with clients start with honest conversations. That involves vulnerability and sharing what matters most so that we can find the path forward for them and their families.

“As a first-generation American, I understand the sacrifice, hard work and dedication it takes to secure your financial future. One of the most important things I do as an advisor is help my clients feel comfortable with the wealth they have and how they can use it to achieve their legacy and/or philanthropic goals.”“As a first-generation American, I understand the sacrifice, hard work and dedication it takes to secure your financial future. One of the most important things I do as an advisor is help my clients feel comfortable with the wealth they have and how they can use it to achieve their legacy and/or philanthropic goals.”

Eric Heer