Eric
Wasson
CMFC™, CRPC™
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.
