A rigorous attention to detail and a strong work ethic are the foundation of Eric’s practice. He prides himself on not making recommendations to his clients until he is confident that his advice is in their best interest and is complementary to their goals. In short, he puts in the extra hours.
Eric’s approach is consultative – not driven by sales – with a goal of building strong, lasting partnerships with his clients so they can use their wealth to pursue their objectives. His advice is always customized to his clients’ needs and informed by in-depth fact finding and an examination that takes into account several areas of financial planning.
He was attracted to this field because his success is tied to the success of his clients, his reputation and the value of sweat equity. He has been recognized with several industry accolades.
He has clients throughout the country and particularly along Florida’s west coast.
Eric is a graduate of Gettysburg College in Pennsylvania, where he earned a bachelor’s degree. He holds the Certified Financial Planner® professional certification, as well as the Chartered Financial Consultant® and Chartered Life Underwriter® designations.
He is originally from Philadelphia and remains a Philadelphia sports fan. When he isn’t cheering on his teams, he enjoys exercising, boating, and spending time with his girlfriend, Allie, and TJ, his German shepherd.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.