Eric C. Jansen

Eric C. Jansen Email and Phone Number

Founder, President and Chief Investment Officer @ Finivi | Financial Advisors
Westborough, MA, US
Eric C. Jansen's Location
Worcester County, Massachusetts, United States, United States
Eric C. Jansen's Contact Details
About Eric C. Jansen

After many years working for a large national financial services firm where I provided comprehensive wealth management services to high-net-worth clients, I realized something was broken in the investment management and financial advice industry. And I wanted to fix it.In the past, you worked, you saved, you retired -- and, in that world, providing a linear financial and investing planning strategy was sufficient. When I founded Finivi, I did so because I knew that wasn't the world we lived in anymore.Unlimit Your Life™At the heart of our philosophy lies a simple yet transformative idea: your life should shape your investments, not vice versa. We understand that every individual has unique goals, dreams, and circumstances. That's why we've reimagined the traditional approach to portfolio management—because living differently starts with investing differently.Adaptive Asset AllocationThe world is constantly changing, and so are the opportunities for wealth creation. While traditional asset allocation remains a cornerstone of our strategy, we've elevated it by building portfolios that are agile and able to capitalize on emerging trends and technologies that have the potential to unlock unprecedented growth. This forward-thinking approach ensures your investments are always positioned to maximize your financial freedom.Empowering Your LifeBy building investment portfolios differently, we're not just aiming for better returns – we're striving to give you the freedom to live differently. It's about creating a financial foundation that supports your unique journey, empowers your choices, and turns your aspirations into reality.At Finivi, your investment portfolio becomes more than a collection of assets; it becomes a powerful tool for living life on your terms. Because when your investments are aligned with your lifestyle, you're free to focus on what truly matters – living your best life confidently and authentically.Innovation and AdaptabilityAs the world continues to change, so do we. Our firm is not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking. In this new digital transformation era, we inform our clients of the potential impacts of evolving technologies, including blockchain, digital assets, nanotechnology, quantum computing, and the Internet of Things (IoT). Unlike many advisors, we are not afraid to tell them that Bitcoin and other digital assets are here to stay and are likely the future of money.Connect with MeLet's connect and explore how Finivi can help you Unlimit Your Life™.

Eric C. Jansen's Current Company Details
Finivi | Financial Advisors

Finivi | Financial Advisors

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Founder, President and Chief Investment Officer
Westborough, MA, US
Website:
finivi.com
Employees:
15
Eric C. Jansen Work Experience Details
  • Finivi | Financial Advisors
    Founder, President And Chief Investment Officer
    Finivi | Financial Advisors
    Westborough, Ma, Us
    View
  • Finivi | Financial Advisors
    Founder, President & Chief Investment Officer
    Finivi | Financial Advisors Jun 2001 - Present
    Westborough, Ma, Us
    As the head of Finivi, I am primarily responsible for the company's strategic direction, our overall investment philosophy and portfolio management, our digital assets team, planning services, and all aspects of the client experience.When you’re choosing an investment advisory firm to partner with, we know it comes down to trust – in a company and in its people. At Finivi, we strive to earn that trust in every aspect of our business. As fiduciaries, we always put our client’s interests ahead of our own. It’s not only a legal and moral obligation. It's who we are, as a firm and as individuals.I take great satisfaction in seeing the meaningful difference we can make in our client's lives by helping them properly align and professionally manage the resources they have to live the life they want. In that respect, we're not really in the investment management space. Instead, we like to say we're in the lifestyle management business, helping people make smarter financial choices to have more life choices._______________________________________________________________________________Advisory Services offered through Finivi, Inc. an SEC Registered Investment Advisor. 1400 Computer Drive, Westborough, MA 01581, 508-870-0440.
    View
  • John Hancock
    Financial Advisor / Managing Partner
    John Hancock May 1987 - May 2001
    Boston, Ma, Us
    Financial Advisor / Managing Partner working exclusively with high net worth, and ultra-high net worth individuals and families primarily focused on business succession, retirement, philanthropic and multi-generational wealth transfer planning, investment portfolio design and management.
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  • United States Army Reserve
    505Th Asa Co.
    United States Army Reserve 1982 - 1991
    Fort Liberty, Nc, Us
    Military Intelligence Group
    View

Eric C. Jansen Skills

Investment Portfolio Design Investment Strategies Investment Management Retirement Income Strategies Retirement Planning Socially Responsible Investing Public Speaking Blogger Thought Leadership Estate Planning Strategies Cryptocurrency Bitcoin Disruptive Technologies Blockchain Wealth Management Services Digital Transformation High Net Worth Individuals

Eric C. Jansen Education Details

  • Purdue University
    Purdue University
    Professional Management Institute
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Financial Consultant (Chfc)
  • Framingham State University
    Framingham State University
    Finance

Frequently Asked Questions about Eric C. Jansen

What company does Eric C. Jansen work for?

Eric C. Jansen works for Finivi | Financial Advisors

What is Eric C. Jansen's role at the current company?

Eric C. Jansen's current role is Founder, President and Chief Investment Officer.

What is Eric C. Jansen's email address?

Eric C. Jansen's email address is ej****@****ork.com

What is Eric C. Jansen's direct phone number?

Eric C. Jansen's direct phone number is +150889*****

What schools did Eric C. Jansen attend?

Eric C. Jansen attended Purdue University, The American College Of Financial Services, Framingham State University.

What skills is Eric C. Jansen known for?

Eric C. Jansen has skills like Investment Portfolio Design, Investment Strategies, Investment Management, Retirement Income Strategies, Retirement Planning, Socially Responsible Investing, Public Speaking, Blogger, Thought Leadership, Estate Planning Strategies, Cryptocurrency, Bitcoin.

Who are Eric C. Jansen's colleagues?

Eric C. Jansen's colleagues are Ray Lazcano, Fred M. Lane, Chfc®, Casl®, Anthony Trottier, Steven C. Johnson, Chfc, Krista A. Isabelle, Catherine Gareri, Jay Willwerth.

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