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Eric

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I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.

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Eric’s Qualifications

Education & Certification

Undergraduate Degree: College of William and Mary - Bachelor in Arts, Economics

Graduate Degree: University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities

Hobbies

Hiking with my wife and dog, spending time with friends

Tutoring Subjects

Business

CFP

Finance

Other

Personal Finance

Professional Certifications

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)

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