Eric S. Tom, CFP®, ChFC®, CASL®, CLTC
Financial Services Executive
Eric has been a financial advisor his entire career. What started out as a job opportunity 32 years ago has become a true vocation Eric enjoys his work because he enjoys helping his clients. They come from all walks of life, and some have become lifelong friends. For Eric, helping people build and sustain financial security is a powerful motivation. He believes that each person’s plan for financial security is unique and requires a customized approach.
Eric's goal is to provide families and business owners with assistance in building their financial freedom and to become a lifetime resource for each and every client.
Eric is also committed to providing financial education. Through regularly scheduled seminars on topics such as Retirement Planning, Social Security and Estate Planning, Eric and the team work to empower people to make informed financial decisions. To register for an upcoming workshop or to schedule an appointment at our brand new state of the art office