Eric is a Private Wealth Manager and Partner with The Plan Advocate at Independence Square Advisors. He uses his past wealth management experience to assist the firm with 401(k) and Pension plan due diligence, investment fiduciary consulting, and plan assistance for business owners. As a CERTIFIED FINANCIAL PLANNER™ Practitioner he also specializes in helping plan participants manage their total financial picture leading up to and through retirement.
Eric is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Certified Retirement Planning Counselor conferred by The College for Financial Planning, and a Certified Fund Specialist. His securities registration includes Series 7 held through LPL Financial, and Series 66 registrations held through both LPL and Independence Square Advisors. He also holds insurance licenses for life, disability, health, and long term care. He has a bachelor’s degree from Pennsylvania State University.
Eric currently lives in Berwyn, PA with his wife and two daughters. He enjoys playing golf and spending time with his family.