Eric Passin Email & Phone Number

Denville, NJ, US

Morris County, New Jersey, United States

With over 32+ years of experience in helping clients achieve their wealth management goals using a pragmatic financial planning process. Farther will allow me to utilize my experience with their innovative proprietary technology to provide clients with a Comprehensive care for your wealth today, tomorrow and beyond.

Basking Ridge, NJ

• Built and maintain a Wealth Management Practice utilizing Financial Planning to assist & guide High Net Worth/Ultra High Net Worth clients to obtain their goals.
• Manage a team to help manage clients achieve their goals.
• Assist management in training and recruiting.

West Caldwell, NJ

Educate Investment Professionals on how to establish, implement a successful Wealth Management Practice utilizing the following:-Understanding the current competitors-Differences between an Advisor and Wealth Management Advisor-What is Financial Planning and the importance of it in a Wealth Management Role-The Art of Consultative Selling Process

My role is centered around helping the client to best understand their goals through education within a financial planning model.

Assist High Net Worth Clients in properly managing their wealth.

Aquire, build and maintain relationships through consultative approach to help client achieve their Financial Plan utilizing JPMorgan's Institutional Investments.

To acquire and manage a client base utilizing consultative based marketing to help client achieve their overall Financial Plan

To acquire and manage a client base to help client achieve their Financial Planning Goals.

Finance

Activities and Societies: Finance Club President

As, Finance

AA in Business Administration