Eric Wasserman

Eric Wasserman

Wealth Advisor

Eric Wasserman is a co-founder of Orion Capital. He holds Series 7, 24, 63, and 65 licenses with LPL Financial in addition to his General Insurance and California LTC partnership licenses. Eric brings over 25 years of experience in the financial industry where he has worked hard to serve his client's needs by providing customized investment strategies throughout multiple economic cycles. His philosophy is to explain the complex financial world in terms that his clients can understand and relate to in order to help them aim to achieve their goals.

Mr. Wasserman's comprehensive knowledge has led to regular media appearances as an expert guest and host on regional, national and globally syndicated programs including CNN Financial's The Money Gang, NJ Channel 12 and Business Talk Radio. Additionally, he was sought after as a regular contributor for several printed media publications.

Early in his career, he served as a portfolio manager and advisor with the Magnet Investment Group in Randolph, NJ. In 2002, his passion for skiing and outdoor sports led him to relocate to Mammoth Lakes, California. Following his cross-country move, he started an Edward Jones office in 2003, single-handedly building a top-producing branch. He founded Mammoth Wealth Management in 2014 so he could provide a more comprehensive platform to service his clients by giving him the freedom to customize his offerings to address their individual needs.

Eric is a committed community leader, investing his time in building the Mammoth Lakes community. He has served as Mobility Commissioner, Recreation Commissioner, Rotary Club Treasurer, two-term Grand Juror, member of the Advisory Council for Disabled Sports Eastern Sierra, President of the Mammoth Lakes Chamber of Commerce, as well as an integral role in the creation of Mammoth Lakes Tourism and serving as a Founding Board member.

Eric received a BA from the University of Pittsburgh in 1994 with concentrations in Business, Behavioral Neuroscience, and Heath Care.

CA Insurance Lic. #0E23362