Eric

Lasso

CFP®

picture of a planner

Here to act in your best interests

About me

With more than 20 years of industry experience, I’m a financial planner who’s focused on helping my clients discover the right financial path for their unique situation so they can enjoy the future they’ve worked so hard for. When not at work, I’m with my wife and two boys, usually camping and cooking delicious meals. I’m a fluent Spanish speaker and actually ran with the bulls in Pamplona, Spain.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Finance - University of Florida

Master of Business Administration, - University of Florida

Visit one of our Locations

Orlando I - Orlando

1900 Summit Tower Boulevard

Suite 230

Orlando, FL 32810

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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