Eric focuses on developing long-lasting relationships with his clients based on insightful advice, holistic financial planning, investor education, and quality service. His goal is to guide you through the complex and ever-changing financial world for years to come, always with your long-term goals in sight.
To do this, he uses a disciplined collaborative process to understand your goals, time horizon, tax exposure, and risk and return appetite. He then delivers customized investment and risk management solutions that work together to help you achieve your goals, simplify your life, and focus on what is most important to you.
Eric combines his investment acumen from his years as a hedge fund analyst with his keen understanding of the financial challenges and opportunities individuals face to create a customized financial plan. Each plan takes into consideration your current financial position, asset protection needs, and wealth accumulation goals, along with tax, retirement and estate planning.
A key component of Eric’s value proposition is his commitment to investor education. He works extensively with businesses to educate their employees on how to make informed decisions with confidence. He takes a comparable approach with his clients, working to simplify complex decisions by providing clear, concise information.
A graduate of Northwood University in West Palm Beach, FL Eric earned a bachelor of science degree in finance. Since the beginning of his career with Barnum, Eric has consistently achieved high honors in the MetLife organization. He has qualified for MetLife’s prestigious Platinum Conference in 2013, reserved for top MetLife associates who exhibited the highest standards of excellence. Eric is also a member of the Million Dollar Round Table (MDRT), the industry’s premier association of Financial Professionals.
Domiciled in New York, and may be licensed in other states.