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 has received numerous awards and recognition throughout his career. Most recently, he was awarded the 2015 5 Star Wealth Manager Award*. He is currently a member of LPL Financials Freedom Club, a ranking based on annual production as of year end 2015.
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.
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.