Eric joined the Allen & Company team of Financial Advisors in 2003 and specializes in investment management services for high net worth individuals and families; corporate 401(k) and retirement plans; Life, Long Term Care and Disability Insurance; systematic retirement funding and income planning. Eric has earned the CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning, as well as The CHARTERED FINANCIAL ANALYST® Charter, one of the most highly regarded and recognized designations within the financial services industry.Securities and advisory services offered though LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.