Eric S. Wallace

Safe Money Strategies

About Us

Eric S. Wallace is the founder of CDC Insurance Service, Inc. and has over 40 years of experience helping his clients achieve a worry-free retirement. 


Eric and his family have lived in the community of Morgan Hill for over 30 years. He is past President and remains an active member of the Morgan Hill Downtown Association, a member of the Chamber of Commerce, and an approved member of the National Ethics Bureau. 


Eric’s mission is to create the ideal retirement, free of worry and stress, by putting his clients’ retirement “nest egg” in a position to create wealth and work smarter, without exposure to unsuitable risks.

Eric S. Wallace picture

Eric S. Wallace

Safe Money Strategies

Ca State License No. 0453306

25 W. 4th Street

Morgan Hill, California 95037

ewallace@garlic.com

(408) 472-0717

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