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Eric B
PFS™, Series 66
San Diego, CA
Octavia Wealth Advisors LLC
Eric Blackhall is a financial advisor at Octavia Wealth Advisors LLC with 16 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Octavia Wealth Advisors in 2020, he worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and AXA Advisors, LLC. Blackhall also operates a CPA practice providing tax advice to clients. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management using a range of investment vehicles and provides retirement plan advisory and trust administration services.
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