From witnessing his hardworking father grapple with a debilitating disease to observing his family's financial struggles amidst medical challenges, Eric's journey into the financial world was not just a career choice—it was a calling. Eric grew up seeing firsthand the gap in personalized financial advice. He realized that his parents, like many hardworking professionals, were navigating a complex financial landscape without the comprehensive guidance they desperately needed. This propelled Eric to dedicate his life to becoming the beacon of hope and expertise for those seeking to secure their financial futures.
With a strong educational foundation from the University of Rhode Island, Eric embarked on his mission, initially honing his skills at Merrill Lynch in Retirement Plan Services. His dedication and passion for making a difference led him to Bloomberg, LP, where he furthered his expertise. Over the last 13 years, Eric has not only saved his clients millions in taxes but has also guided them towards achieving financial freedom, turning his personal pain into a purposeful mission.
Eric stands out in the financial landscape for his unique approach: viewing each client through a lens of empathy and understanding, crafting personalized strategies that cater to their individual goals and challenges. His mission is to offer life-changing financial plans, ensuring his clients feel secure and cared for.
Eric's story is not just one of financial success but of transforming lives through dedication, expertise, and a deep-seated desire to make a difference
