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 started his career in the financial services industry in 2011 with MetLife before joining Weintraub Financial in March of 2021. At MetLife, Eric quickly worked his way up to a Regional Sales Vice President as the Life Insurance and Long Term Care Specialist for the PA/NJ Territory. Eric worked closely with financial advisors to help implement risk management solutions for their clients.
A 2011 graduate of Eastern Connecticut State University, Eric earned a bachelor's degree in Business Administration with a concentration in Management and Marketing. While 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.
Eric has also earned his Certification in Long-Term Care® which focuses on the discipline of extended care planning for clients. Other certifications include Chartered Financial Consultant® and Chartered Life Underwriter®. Eric is prepared to meet the advanced financial planning needs of individuals, professionals and small business owners.
Eric grew up in Southington, CT and now currently resides in Breinigsville, PA with his wife Alicia, daughter Mia, and dog Troni. 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 is committed to helping current and future clients pursue their financial goals.