CEO & Associate Financial Advisor

Eric Lai


Eric has a strong desire to serve others by developing caring and compassionate relationships. As an advocate for clients, he always puts their best interests first. He is committed to working together to create personalized strategies and a pathway towards accomplishing their life plans, whether for retirement, college, investment planning, cash-flow, estate planning, or other challenges.

As an experienced advisor, he knows how to navigate complex issues while communicating ideas and procedures clearly and easily. As a good listener, he is able to identify the critical questions and concerns that are most important to clients.

His background includes over 20 years of investment experience through multiple market cycles, an MBA from the Anderson School of Business at UCLA with a focus on finance and capital markets, and his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry. Prior to founding Archvest, he was a Senior Financial Advisor and Principal at a fee-only planning investment advisory firm.

Eric, his wife & best friend, Mia, live with their doggies, Harper and Logan, in Concord, California. He loves to cook; he is trained in classic French cuisine and has a degree in Culinary Arts from Le Cordon Bleu. His specialty is Cajun cuisine.

Eric has been able to finalize his Beatle’s playlist to 110 tracks with the release of their final song, Then and Now. Here’s a link to Eric’s playlist on Amazon Music.

Can you guess his favorite track? Here are a couple of hints: it’s a Lenon song, it’s from the band’s psychedelic era, it featured many recording innovations, and it featured a “first” in recording history.

Phone Number:



SINCE 2014

The Archvest Advantage

We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today’s market and your individual circumstances.

In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate.