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Eric Ganeles, CRPC®, CSRIC®

Wealth Manager
Eric is a Private Wealth Manager, working with clients to create and maintain customized financial plans addressing all aspects of healthy financial lives, including investments, tax planning, risk management, retirement, charitable giving, employee benefits and estate planning. Eric brings to his clients more than 40 years of experience in the financial services industry. Prior to joining Creative Planning, Eric was a Financial Counselor and Senior Vice President at a registered investment advisory firm in the Metro Boston Area. He has also served as Vice President, Senior Account Executive and as Vice President, Branch Manager at a large financial services company. Eric earned a Master of Science degree in Finance with honors from Brandeis University. He is also a Chartered Retirement Planning Counselor (CRPC®) and Chartered SRI Counselor (CSRIC®) as designated by the College for Financial Planning. Eric is a member of the CFA Society Boston. Eric and his wife Marla enjoy travel and spending time with friends and their two adult children. In his spare time, Eric is a cyclist and a musician - though not often at the same time.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021