Graduate of Northwood University
Series 6 Licensed - Investment Company Products/Variable Contracts Representative Examination
Series 65 Licensed - Uniform Investment Adviser Law Examination
Series 63 Licensed - Uniform Securities Agent State Law Examination
SIE Licensed - Securities Industry Essentials Examination
Retirement Strategies
Group Benefits
Personal Insurance
Business Succession Strategies
Asset Allocation Strategies
Estate Conservation Strategies
Executive Benefits
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Variable products
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, Eric is here to offer you insight, and guidance.
Michael offers a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. As a CERTIFIED FINANCIAL PLANNER™ professional, he will take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. Additionally your financial situation is bound to change, Michael will work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
Eric's goal is to provide you with the knowledge to help you take the right course of action to better your financial future. Learn more about the best type of life insurance and how it can help you.
Periodically meet to make sure these financial goals are still within reach
Collect data to determine the best course of action and strategy to obtain these gaols
Identify your financial goals for retirement
Implement portfolio construction and over time analyze/monitor the investment results
Design appropriate asset allocation and evaluate the proper select managers/strategies
Define investment needs & objectives to develop a long term investment strategy
As the plan is implemented, it will be monitored and updated periodocally
Analyze your current situation and develop comprehensive solutions accompanied with recommendations
Understand your unique goals & objectives and gather data to develop your personal plan
Analyze variations in risk, managers and their strategies
Seek to allocate risk effectively
Identify active risks in the portfolio
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Eric has been in the financial services industry since 2006.
While at MetLife, Eric received numerous recognitions including:
Platinum Conference Qualifier:
2013, 2014, 2015
Leader's Conference Qualifier:
2009-20012
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Financial Planner
Investment Advisor Representative
ERIC GERHARD, AIF®
About
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Contact
Contact
(203) 513-6331
egerhard@barnumfg.com
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN202409-900955
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
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CRN202202-259724
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