Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Eric M
CFP®, Series 65
Davis, CA
Facet
Eric Masch is a CFP® and holds a Series 65 designation with 12 years of experience in financial advising. He has been with Facet since 2020 and previously worked at Wealth Architects, LLC, and Offit Capital Advisors, LLC. Based in Davis, CA, Masch has experience across multiple advisory roles within the industry. Facet serves individual members with a range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources framework and primarily employs ETF-based discretionary asset allocation programs without charging traditional percentage-of-AUM fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters