Eric began his career in the financial services industry even before graduating college with multiple internships and work-study programs within the industry. Today, he has a distinguished career in the financial services industry with almost thirty years of experience, providing wealth management and estate planning, charitable planning, retirement and distribution planning, insurance and investment services to a variety of individuals, families, businesses, and organizations.
Nationally known amongst allied professionals, Eric has shown people how to realize their full financial potential, while minimizing and often eliminating risk, so that his clients' worlds are not derailed by the known and unknown enemies of wealth. Eric is known in the estate planning arena, creative life insurance design and solutions, as well as the philanthropic and charitable planning field. He has spoken on numerous topics for industry organizations, law firms, accounting firms, nonprofits and their donors, trust companies and family offices, throughout the United States. Eric has authored articles, has appeared in national industry forums, and has been in the national media on numerous occasions, including The Wall Street Journal, CNBC, The Estate Planning Digest, The Journal of Gift Planning, and numerous other publications.
Eric has been involved with many organizations, both personally and professionally, including the National Association of Estate Planners and Councils, the Greater New Jersey Estate Planning Council, where he currently serves on the Board of Trustees, and is the Chair of the Programming and Curriculum Committee, Make-A-Wish Foundation of New Jersey, as well as many others. Eric also established the GNJEPC Scholarship Program, awarding scholarships at Seton Hall University Law School and Rutgers University School of Law, to law school students who have shown in an interest and desire to enter the estate planning field.
- BS Economics & Finance
Eric’s accomplishments include
- Million Dollar Round Table
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian