Eric’s story starts out in 2003 when he decided to take his analytical skills, boyish good looks, and dry sarcastic humor, and embark on an adventure in Financial Services. Eric left his original career in Mechanical Engineering because he was feeling largely unfulfilled, and because he could hold a conversation without looking at his shoes. Helping everyday people figure out the game of personal finance is something that Eric finds personally rewarding.
All these years later, Eric has become a highly sought-after Financial Advisor. Not just because of the encyclopedic knowledge he has developed in the area of personal finance, but because he really does believe in helping clients from all walks of life to develop a plan to Retire On Purpose.
All Kidding aside, ensuring that clients prepare for one of the biggest financial decisions they can make, takes a lot of preparation and a lot of planning, and Eric has built his reputation on helping clients have the confidence to make that leap into the next phase of their lives.
Over the years Eric has continued to broaden and perfect his craft by engaging in continuing education. His credentials include:
- MS Management, Concentration Finance Rensselaer Polytechnic Institute.
- Series 6, 63, 65, Life License
- CLTC Designation, Certification for Long Term Care
- RFC Designation from IARFC, Registered Financial Consultant, Ethics Approved.
- CES Designation, Certified Estate and Trust Specialist
*Woodbury Financial Services, Inc., does not offer long term care insurance.
To tap into Eric’s expertise, email him at firstname.lastname@example.org
Or use the link below for a free Retirement Portfolio Benchmarking Session.