Eric Riggin, CRPC®, CLTC®

For Eric Riggin, a career in financial planning presents multiple ways to help others. To him, it’s “the best job in the world,” one that he’s enjoyed for nearly 20 years.

Working by referral only, Eric takes a client-first approach. His clients see him as very responsive and extremely trustworthy. He enjoys planning client events, everything from pre-Oscar movie nights and beauty nights at Neiman Marcus to golf tournaments, with some personal finance education in the mix.

His interest in investing began while attending high school in Hopedale, Massachusetts, and he shares that enthusiasm with clients as he customizes their portfolio based on their individual goals and needs.

Eric’s pride and joy is his son, who plays several sports and practices martial arts. Eric never misses a game or a belt test, he says. He enjoys golfing in new locations, which should help him check off a few items on his bucket list – to travel to every continent, including Antarctica. 

Areas of Focus

Holistic Financial Planning

Retirement Planning Strategies

Women’s Financial Strategies

Saving for Education

Estate Planning Strategies

Qualifications

Series 7, Series 63, Life, Disability and Long-Term Care

Chartered Retirement Planning Counselor (CRPC)

Certification for Long-Term Care (CLTC)