With more than 13 years of experience in financial planning and investment management, Eric Waszolek has accumulated knowledge and perspective to help keep you and your financial future on a steady course. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
Eric prides himself on having served multiple generations of family members. From grandparents to great grandkids, Eric personalizes his services to ensure wealth lasts for a family’s desired long-term goal.
Eric holds a Wealth Management Specialist™ (WMS) designation. He strives to create long-term, meaningful relationships with a select group of clients to provide them with specialized financial planning in the 4 core pillars of his client’s financial needs: Investment Planning, Retirement Planning, Tax Planning and Generational Planning.
Over the years, Eric has received several prestigious industry recognitions. Forbes recently named him on their 2021 Best-In-State Wealth Advisors List, 2019 Next Gen Best-In-State Wealth Advisors List and America’s Next Gen Advisors 2018 list. Raymond James recognized Eric in 2018 and 2020 in their biannual Top 40 Advisors Under 40 award.
Eric and his wife Emily live in Scottsdale Arizona. In his free time he enjoys community involvement, golf and travel.
For the Forbes 2019 Next-Gen Best-In-State Wealth Advisors and 2018 America's Top Next Generation Wealth Advisors SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
The Raymond James 40 under 40 conference honors the top 40 advisors under age 40 from Raymond James & Associates and Alex. Brown based on a point system. Points are obtained through production, assets under management, net new assets and credentials. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.