Eric Tashlein, CFP®

Eric Tashlein, CFP®

Principal, Founder

Eric is a CERTIFIED FINANCIAL PLANNER™ professional and founding principal of Connecticut Capital Management Group. He 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’s goal is to improve financial outcomes through portfolio enhancements and financial planning for high-achieving families. Eric was an early adopter of the client-based fiduciary model, which allows him to find financial solutions that are right for his clients’ unique circumstances. He enjoys helping business owners turn the monetization of their business into a life without limitations, or unfettered wealth.

"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 was recently named a 2019 Five Star Wealth Manager* as stated in the December 2019 issue of Connecticut Magazine. Eric has won this award five times.

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 is an adventurous boater, fisherman, down-hill skier, and an enthusiastic but humbled golfer who has left his mark at many an area golf course.

Check the background of investment professionals on https://adviserinfo.sec.gov/