Eric is part of the Advisory Team at One Charles Private Wealth, working with high-net-worth individuals and families across asset allocation, investment implementation, financial planning, and cash flow needs. He has a passion for helping people reach their goals and does this by gaining a robust understanding of clients’ needs, values, and challenges and providing thoughtful solutions.
Raised in the Phoenix area, he is a graduate of the University of Phoenix where he earned a Bachelor of Science in Business with a concentration in Finance. He is a Certified Financial Planner (CFP®) professional and Chartered Financial Consultant (ChFC®). An industry veteran, Eric spent eight years with the Vanguard Group prior to joining our firm. During his tenure he served as a manager of other advisors and worked directly with clients as a financial advisor responsible for portfolio construction and ongoing oversight of the financial planning process.
Primary Duties at One Charles Private Wealth