Personal Finance degree
University of Rhode Island
Professional Registrations and Licenses
Certified Wealth Strategist (CWS)
Eric is a new addition to the AWP team after he joined in May of 2018.
Eric’s been in the financial services industry for over 20 years. He employs a coaching-centric philosophy which focuses clients on understanding their purpose, and then he steers their financial decisions towards that purpose. When financial decisions are made to influence one’s purpose, we can restore financial order, and the path to financial happiness is clearer.
My personal practice centers on handling these types of individuals:
1) Physicians (surgeons, anesthesiologists, orthopedists, etc)
2) Dentists & Oral Surgeons
In his experience, Physicians and Dentists are busy with their practice, busy with their patients, and busy with their families. They struggle to find the time necessary to devote to plan their own financial future. They work with Eric so they can continue to focus on their practice, patients, and families, but worry less about managing their financial future.
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.
To schedule a phone call with Eric, please click the following link