Eric Owen Email & Phone Number

Midlothian, Virginia, United States

I specialize in helping my clients define and address the issues that can cause financial stress during their lifetime or for the legacy they create.Many of my clients have come from personal relationships and referrals from those I have helped. My passion for this career is evident in the fact that upon graduating from the University of Richmond in 2001, I became a financial advisor and for more 20 years have remained in this profession.Specializations· Wealth… Show more I specialize in helping my clients define and address the issues that can cause financial stress during their lifetime or for the legacy they create.Many of my clients have come from personal relationships and referrals from those I have helped. My passion for this career is evident in the fact that upon graduating from the University of Richmond in 2001, I became a financial advisor and for more 20 years have remained in this profession.Specializations· Wealth Management· Risk Management (Health, Life, Disability and Long Term Care Insurance)· Employee Benefits· Business Succession StrategiesEducation and Qualifications· B.S. degree from University of Richmond in Business Administration with concentrations in Finance and Marketing· Series 7 and 66 Financial Industry Regulatory Authority (FINRA) registrations· Life/Health/Annuity licensed· Registered Representative and Investment Advisor Representative of Osaic,Inc. PersonalEric is married and lives in Midlothian with his wife Lynne Meredith and their three sons, Spencer, Hudson,and Knox. When he is not working with clients, Eric enjoys golfing, coaching, and trying new adventures with his energetic family.Cell: 804.240.0726 Email: eowen@capfs.comSecurities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Show less