Eric Mangold CWS®
Personal Finance degree
University of Rhode Island
Professional Registrations and Licenses
Certified Wealth Strategist (CWS)
Eric’s passion for helping people financially started early. When Eric was in his early 20’s, his father became disabled, Eric saw how much help his parents needed not only medically, but also financially. They needed someone to talk to who could guide them, but their options were limited, and they looked to him. He knew from there that helping people make strong financial decisions so they could realize their hopes and dreams was what he wanted to do.
After a few years in his practice, a friend introduced him to a physician, and he saw how much needed to be done to set up the young doctor on the appropriate financial path. Now the main focus of his practice is helping physicians, “from residency through retirement.”
From his work with physicians, he’s learned what is NOT being taught in medical school- how to manage your finances. That’s where he comes in- to help physicians make informed financial decisions to help them not only grow but to protect their wealth.
In his spare time, Eric enjoys ice hockey, snowboarding, supporting Philadelphia sports teams and spending time with his family. He currently resides in Westfield, NJ with his wife, Elysia, and their three children, Anna, Dylan and Drew.
Eric is a registered representative and investment advisor representative of Securian Financial Services.