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Your Life. Your Investments.

Take control of your investments with Blue Ocean Wealth Solutions. There are no limits.

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Upcoming Events

Education brings opportunity. Check our list of upcoming seminars, we would love for you to join us!

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Welcome to my website!

Eric S. Tom, CFP®, ChFC®, CASL®, CLTC

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

I invite you to explore this online resource and learn more about me. Determine your Retirement or College Funding needs with our Calculators. Browse our Research Articles section for knowledge of many relevant issues. Periodically review my Newsletter Articles for timely information.

For my clients, receive immediate Policy and Account Value information.

Please feel free to Contact Me with any questions or suggestions!

PROFESSIONAL BACKGROUND/AWARDS

  • Over 27 years of retirement planning experience with the following designations/certifications
  • CFP® - CERTIFIED FINANCIAL PLANNERTM
  • CASL Chartered Advisor for Senior Living
  • ChFC  Chartered Financial Consultant
  • CLU  Chartered Life Underwriter
  • CMFC  Chartered Mutual Fund Counselor
  • RHU  Registered Health Underwriter
  • REBC  Registered Employee Benefits Consultant
  • CLTC  Certified in Long Term Care
  • LUTCF Life Underwriter Training Council Fellow
  • Licensed to Sell Life and Health Insurance in NY, NJ, CT & FL
  • Licensed to sell Auto & Home Insurance in NY
  • Series 7 Securities licensed

ORGANIZATIONS                         

  • Member of Ed Slott’s Master Elite IRA Advisor Group               
  • Member of NAIFA – National Association of Insurance and Financial Advisors
  • Life Member of Million Dollar Round Table

 

JOIN US FOR AN UPCOMING SEMINAR

I am committed to providing financial education that empowers people to make informed financial decisions.

I invite you to join my team for one of our seminars. These seminars include such topics as Retirement Planning, Social Security and Estate Planning.

Please check our list of upcoming seminars. We would love to have you join us!

Our Services

Insurance Services

A good defense is the best offense. Let Blue Ocean Wealt Solutions surround you and your family with leading insurance policies.
 

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Wealth Strategies

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

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Employee Benefit Program

Managing your company’s 401k program can seem complicated, but Blue Ocean will make it easy. Our  benefit strategies will help leave your employees in good standing.

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Meet our Financial Advisors

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.

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Individuals & Families

Whether you’re a party of one or six, Blue Ocean Wealth Solutions customizes your investment strategies to fit your current needs and future goals.

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