Eric Wasson
CMFCâ„¢, CRPCâ„¢
Here to act in your best interests
About me
I’ve been a financial planner since 2004. My greatest gift is sharing my breadth of knowledge and experience with my clients to help them plan for a financial future that enables them to achieve their goals. Personally, I have been to every Indy 500 race since 1989, and am blessed to be married to my best friend.
Certifications
Chartered Mutual Fund Counselorâ„¢
Chartered Retirement Planning Counselorâ„¢
Education
Bachelor of Science, Criminal Justice - Indiana Wesleyan University
Visit one of our Locations
Indianapolis II - Greenwood
1499 Windhorst Way
Suite 210
Greenwood, IN 46143
Indianapolis I - Indianapolis
8555 River Road
Suite 350
Indianapolis, IN 46240
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
