Eric C. Jansen Email & Phone Number

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 Our firm is not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking.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™.

Listed skills include Investment Portfolio Design, Investment Strategies, Investment Management, Retirement Income Strategies, and 13 others.