Eric Hallin spent over a decade doing the right thing for his clients inside some of the largest firms in the industry. As a fiduciary, he always put his clients first—even when the system around him made that harder than it should’ve been.

Eventually, the disconnect became too clear to ignore. The pressure to promote proprietary products, the focus on sales over service, and the sense that people were often treated like numbers—it just didn’t sit right.

So, Eric made the move. With years of experience, deep relationships, and full confidence in the value he brought, he launched Oak & Vine Wealth Management to do things differently: independently, thoughtfully, and always in alignment with the people he serves.

His approach is rooted in a simple truth: managing wealth has more to do with client behavior and life circumstances than it does with trying to outguess the market. Eric creates the most value when he acts as an empathetic organizer and thought partner—someone who helps make sense of the entire financial picture and guides smart decisions with the help of each client’s extended team: tax advisors, estate attorneys, real estate agents, insurance professionals, long-term care directors, or all of the above.

Whether helping a client exit a business, structure a retirement income plan, or prepare for generational wealth transfer, Eric brings uncommon clarity, calm, and strategy to the table. Over the years, he’s advised hundreds of families, managed more than $100 million in assets, and helped his clients navigate everything from market cycles to milestone transitions—with long-standing relationships that reflect deep trust and alignment.

Born and raised on California’s Central Coast, Eric lives in Paso Robles with his wife, Amanda, and their two kids. He serves as Vice Chair of the Board for the Boys & Girls Clubs of Mid Central Coast, coaches youth sports for his kids, and spends his free time golfing at Hunter Ranch and Paso Robles Golf Club. He also enjoys the occasional family vacation or weekend getaway to unwind and reset.

Ashley Eckles