Eric is one of the Managing Partners and Wealth Planners at Synthesis Wealth Planning. Since 2003, he has provided proactive and holistic wealth planning to multi-generational businesses, entrepreneurs, C-suite executives, and retirees. He manages a coordinated team of experts to support clients in all facets of their personal and business planning.
Eric has a deep passion for serving his clients and empowering them throughout the wealth planning process. He has a reputation for filtering out all the "noise" for his clients so they remain focused on the key issues that will drive their long-term success. Ultimately providing clarity, confidence, and peace of mind.
Eric is a CERTIFIED FINANCIAL PLANNER™ practitioner and CERTIFIED FUND SPECIALIST™. He graduated from Sacred Heart University with a bachelor's degree in Finance. He teaches retirement workshops at local colleges and high schools that focus on protecting retirement savings from the impact of rising taxes. He has also been interviewed and quoted in numerous financial articles featured on US News and Yahoo Finance.
Eric serves on the New Jersey board for America Needs You, a mentor/fellowship program, assisting first generation college students with their economic mobility. He also serves on the Tennis Club board in his local community.
Eric and his wife, Ariana, are dedicated parents to three young boys and are active in their local community. In his spare time, he enjoys tennis, golf, skiing, and CrossFit.