Eric

Wasson

CMFC™, CRPC™

picture of a planner

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 Counselor™

Chartered Retirement Planning Counselor™

Education

Bachelor of Science, Criminal Justice - Indiana Wesleyan University

Visit one of our Locations

Indianapolis I - Indianapolis

8555 River Road

Suite 350

Indianapolis, IN 46240

Indianapolis II - Greenwood

1499 Windhorst Way

Suite 210

Greenwood, IN 46143

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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