By day, Eric is an equity partner at a financial services firm with more than 60,000 clients. As an advisor, he and his team focus on helping provide fiduciary insights and advice to: • Enterprise business owners looking to maximize the value of their business • Successful business leaders transition confidently into retirement • Rising professionals to take control of their finances. Eric holds multiple advanced designations, including Certified Financial Planner®, as well as WMCP®, RICP®, ChFC®, CLU®, CEPA®, CLTC®. Behind the suit, in his other company, Eric was named "Best Business Influencer of the Year" winning two Stevies (the Oscars of the business world) for his social media channels. Having amassed more than half-a-million social media followers, his live keynotes and workshops educate in a unique brand of visual story-telling. Eric is also a 3X Best Selling Author, 3X TEDx Speaker, and has numerous published Forbes articles.