Eric Powers, CFP®

CERTIFIED FINANCIAL PLANNER™

As a CERTIFIED FINANCIAL PLANNER™ affiliated with StoneCastle Consulting, Eric specializes in the financial planning needs of multi-generational families throughout the nation. His holistic approach to planning allows his clients to seamlessly integrate their needs, wants and objectives in a realistic framework that can deliver measurable financial results. He is proud to be affiliated with StoneCastle Consulting, a company based on the principle that education and understanding of your current financial situation is vital to make prudent decisions concerning your financial future.

Having been in the financial services business 10 years, Eric's client-centric approach to independent and customized financial modeling has allowed him to build a loyal and growing clientele.  He started his financial services career shortly after college when he affiliated with Bank of America as a Vice President of Global Consumer and Small Business Banking. His move to StoneCastle Consulting was driven by his desire to diversify the in-depth resources and independent solutions he has been able to provide his clientele.

Eric is a graduate of Northern Arizona University where he earned his Bachelor of Science degree in advertising.  He currently resides in Wethersfield, Connecticut with his wife Marissa and their two children, Owen and Ephram.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.