Eric is a Certified Financial Planner™ professional and founding principal of Connecticut Capital Management Group. He enjoys helping business owners and high-achieving families work towards pursuing ‘unfettered wealth”. His goal is to improve financial outcomes through portfolio enhancements and financial planning. Eric was an early adopter of the client based fiduciary model which allows him to find financial solutions that are right for his client’s unique circumstances.
“Nothing brings me greater satisfaction than helping clients hit retirement goals, send loved ones to college, and impact future generations through planning. I am a firm believer that we all need coaching and I am honored to act in that capacity as an advisor and planner to many great individuals”.
Eric is the author of the book “Smart Moves for Managing Your Money” and is the financial columnist for the New Haven Register, a daily newspaper in Connecticut. He has been quoted in Money Magazine, Financial Advisor, and USA Today.
Eric and his family are lifelong area residents. He is active in many charities and organizations. He is a past President of the Financial Planning Association of CT-New Haven Chapter and currently sits on the Board of Corporators at The Milford Bank and The Boys & Girls Club of Milford. Around the holidays, you can find Eric with friends cooking an amazing Thanksgiving meal for the homeless at the Beth-El Center. Eric was recently named a 2018 Five Star Wealth Manager* as stated in the December 2018 issue of Connecticut Magazine. Eric has won this award five times.
Outside of finance, Eric enjoys spending time with family and friends. He is an adventurous boater, fisherman, down-hill skier, and an enthusiastic but humbled golfer who has left his mark/s at many area golf courses.
*Five Star Disclosure ~to receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peer and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com