Eric is a private wealth manager and partner with The Philadelphia Group. He has a bachelor’s degree from The Pennsylvania State University. He currently lives in Berwyn, PA with his wife and two daughters.
Eric is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Certified Retirement Planning Counselor and a Certified Fund Specialist. His securities registration includes series 7 and 66 held with LPL Financial. He also holds insurance licenses for life, disability, health, and long term care.
Eric’s practice focuses on two main areas:
1) Comprehensive wealth management for affluent and emerging affluent individuals
2) 401k and Pension plan due diligence, fiduciary consulting, and plan selection for business owners.
Eric enjoys playing golf and spending time with his family.