Prior to joining Strategies for Wealth, Eric spent over 25 years in the financial industry. Most recently, he was a Managing Director heading the Asia credit trading desk and a board member for Wells Fargo Asia Limited. Eric chose to shift to financial advising so he could use his experience to help people manage their financial lives.
There are so many facets to consider: investing, saving, estate planning, protecting assets and meeting other personal goals. Eric believes having someone in your corner who cares, is knowledgeable and provides a holistic vision can be a great benefit.
He received his B.S. from Brown University and his M.B.A. and M.S. from Columbia University. Eric is married with three children and enjoys playing golf and focusing on physical and mental wellness
Cell phone (203) 843-8506