Eric G., CFP® - joinvanderbilt.com

Vanderbilt is happy to welcome one of our newest Financial Professionals, Eric, CFP^®.

Eric is a Certified Financial Planner™ and has been in the financial services industry for over 11 years. He helps Accounting Professionals and Retirees work toward financial independence by preparing and managing financial plans aimed at building efficient investment portfolios using the WBC process.

“Vanderbilt provides the independence that I want while providing the support that I need. Its “advisor-centric” attitude is a win for both me as an advisor and for my clients. I’m looking forward to continuing to build my practice and help my clients with Vanderbilt as my partner.” – Eric, CFP^®

“Eric is an experienced financial professional committed to helping his clients reach their financial goals. We are excited to have Eric as part of the Vanderbilt family” – Heidi Distante, CEO

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