Spinnaker Investment Group has hired Eric Frazier to join its team as financial advisor, announced Morgan Christen, CEO and Chief Investment Officer. At Spinnaker, Frazier will help individuals, families and businesses develop personalized investment management strategies.
Frazier joins the growing Newport Beach investment-advisory firm from Warmington Residential, a family-owned home builder that has been building homes in Southern California for almost a century, where he coordinated subdivision projects and worked directly with homeowners. Frazier received his Bachelor of Science degree in Business Administration from Chapman University’s Argyros Business School and was active with on-campus clubs and philanthropies while also competing as a triathlete.
Frazier said his involvement with ministry work at an early age instilled a passion for helping others and he found that a career as a fiduciary financial advisor would allow him to help others for a living. “Few people in my personal network have dedicated financial advisors helping them prepare for the future,” he said. “I learned while training for triathlons that you make better progress and feel more confident when working with a coach.”
Recognized by the OC Business Journal among the fastest-growing privately owned small businesses in 2020 and for the past three straight years, Spinnaker Investment Group currently has over $420 million in assets under management. The firm’s approach to client success is to combine carefully researched wealth management guidance and a wealth of human capital, with a style that is both ‘high-touch’ and ‘high- tech.’
Spinnaker serves a broad customer base throughout Southern California, as well as many clients throughout the United States. An independent practice that does not represent a specific company, bank or Wall Street institution, Spinnaker confidently and autonomously advises clients with individually tailored financial strategies designed to achieve financial independence. The firm’s services include Financial Planning, Wealth Planning, Retirement Planning, Asset Management, Securities and Insurance. For more information, visit www.SpinnInvest.com.