"An investment in knowledge always pays the best interest." 

Ben Franklin - 1781


"Let us help you navigate the path to financial security"

CDC Insurance Service, Inc.

Eric S. Wallace
Eric is the founder of CDC Insurance Service, Inc. and has over 40 years of experience helping his clients achieve financial security. Eric and his family have lived in, and actively contributed, to 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, a member in good standing of the Society of Certified Senior Advisors and an approved member
of the National Ethics Bureau.

Our Safe Money advisory team's mission is to create the ideal retirement, free of worry and stress, by putting our clients' retirement “nest egg” in a position to create wealth and work smarter, without exposure to unsuitable risks.

Contact Information:
25 West 4th Street,
Morgan hill, CA 95037

Office: (408) 779-0232 
Eric Wallace   CA Ins. License #0453306


Protect Your Nest Egg

Safe, stable returns are what we all want, but only some are able to achieve.

Find Stability in Difficult Times

To navigate today's turbulent financial world you need a strong foundation.

Success is not Built on Chance

Ensuring income throughout retirement requires difficult choices.



Growth Strategies of the Wealthy




It is possible to grow wealthy, even during bad economic times, when you follow a proven blueprint!

Have you ever …
  • Felt frustrated seeing money disappear in the market?
  • Been concerned that you don’t know where to put your money to keep it safe?
  • Worried about making ends meet with the high cost of living: kids, cars, homes, credit cards, bills and taxes?
With all of the economic turmoil in the markets, the country and around the world, it’s more important than ever to keep your wealth safe and secure…but also growing.

Most of our clients have one, or more, of these three objectives:

  • A lifetime tax-advantaged retirement income.
  • Potential for double-digit growth during good years to outpace inflation.
  • Protection of principal so you don’t lose during market crashes.
Regardless of your financial situation, our Safe Money advisory team can help anyone navigate the path to financial security.

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