Eric Solve, CFP®, EA
Managing Director
Department: Advisors
Experience: Wealth Management since 2008
Education: B.B.A. with an emphasis in marketing
Eric helps families make informed financial decisions to help achieve their short-and long-term goals. He joined the team in March 2025 when Modern Wealth acquired Wade Financial Advisory in Campbell, California.
Along with overseeing several client relationships, Eric meets with prospective clients to help drive new business. Eric enjoys supporting and mentoring Modern Wealth team members with the goal of delivering great client service to our clients, empowering his colleagues to contribute and grow professionally, and maintaining a positive and collaborative work culture.
Prior to arriving at Modern Wealth, Eric spent 14 years at WFA learning the wealth management business, serving clients, and contributing to the success WFA had as a firm. Eric pursued his CFP® designation later in life following a career in the mortgage industry. He is a member of the Financial Planning Association of Silicon Valley and previously served on the board for a few years, including as a past president.
Eric enjoys spending time with family and friends. Whenever his family is fortunate enough to gather around the dinner table, bodies of water, the outdoors, or travel together, Eric is extra happy. He loves new experiences and projects of all kinds—cooking, building things, planning trips, etc. His favorite outdoor activities include hiking, biking, camping, sailing, rafting, and kayaking.