Eric is a CERTIFIED FINANCIAL PLANNER™ professional, a certification that not only required him to complete the arduous CFP® certification process, but also requires him to meet ongoing certification renewal requirements and adhere to rigorous ethical standards.
Eric joined Weintraub Financial in March of 2021 after spending 10 years with MetLife. He started as an Internal Wholesaler, quickly working his way up to Regional Sales Vice President as the Life Insurance and LTC Specialist for the PA/NJ Territory.
A 2011 graduate of Eastern Connecticut State University, Eric earned a bachelor's degree in Business Administration with a concentration in Management and Marketing. White attending Eastern Connecticut State University, Eric played four years of collegiate lacrosse. He was named to the All-American Team his Junior and Senior year and was an Academic All-American.
He has also earned the credential of Certification in Long-Term Care® which focuses on the discipline of extended care planning. He has also earned the credential of Chartered Financial Consultant® and Chartered Life Underwriter® by completing an extensive education program through the American College. In doing so, he is prepared to meet the advanced financial planning needs of individuals, professionals and small business owners. He must also meet continuing education requirements and adhere to strict ethical standards.
Eric grew up in Southington, CT and now currently resides in Breinigsville, PA with his wife and dog. When not hard at work helping his clients, Eric enjoys spending quality time with his family and playing golf.
Eric is excited to be a part of Weintraub Financial, LLC and his commitment to help current and future clients pursue their financial goals.