Eric is an experienced Certified Financial Planner™ professional, with nearly two decades of direct experience advising clients on financial matters. Driven by integrity and teamwork, he’s passionate about helping clients sort through the clutter and complexity of their financial lives to gain clarity on what is required to achieve their financial goals and help them implement that plan.
As a partner and founding member of Concentric Wealth Partners, his goal is to develop and implement optimal financial strategies for clients, designed to help them stay on track as their life and situation changes over time. Eric has earned and maintains the following professional designations, securing a comprehensive understanding of holistic financial planning:
- CERTIFIED FINANCIAL PLANNER®: CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. This designation is designed to inform advisors of all complexities of the changing financial climate and prepare them on how to make recommendations in your best interest. Visit the CFP Board website for more information.
- Certified Exit Planning Advisor: The CEPA® designation is a unique credential that allows professional advisors to deeply engage with business owners and help them plan every aspect of their personal finances. CEPAs can help business owner clients build a more valuable company while aligning their personal and business financial goals.
- Retirement Income Certified Professional: The RICP® designation provides comprehensive instruction on building integrated and comprehensive retirement income plans. A key focus is understanding, choosing and executing a strategy for generating sustainable income from all available resources – whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy.
- Chartered Financial Consultant®: The ChFC® designation provides advanced financial planning education for financial advisors on a range of topics from tax and retirement planning to planning for families with special needs, to wealth management and investment strategies.
- Chartered Life Underwriter®: The CLU® certification provides advisors with an in-depth knowledge of life insurance law within the context of overall risk management with a focus on addressing estate planning and business succession planning needs.
Eric has a Bachelor of Arts degree in Leadership Studies from the University of Richmond. When he isn’t guiding clients through their financial planning strategies, Eric can be found outdoors in the Blue Ridge Mountains with his wife, Whitney, their children, George and Lola, and their yellow lab, Rex. Eric serves as the Treasurer for the St. Stephen’s Episcopal Church Endowment Committee and is passionate about supporting causes focused on children’s health and helping those experiencing food insecurity.
Licenses held:
- Series 65 – Uniform Investment Adviser Law Examination
- Series 63 – Uniform Securities Agent State Law Examination
- SIE – Securities Industry Essential Examination
- Series 7 – General Securities Representative Examination
- Series 10 – General Securities Sales Supervisor – General Examination
- Series 9 – General Securities Sales Supervisor – Options Examination
Virginia State Corporation Commission – Producer: Health, Life and Annuities
The 2024 AdvisorHub 100 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
