Eric Jansen Email & Phone Number
Founder, President and Chief Investment Officer @ Finivi | Financial Advisors
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Eric Jansen Location
- Westborough, MA, US
Eric Jansen Work
- 2001 - now Founder, President and Chief Investment Officer @
- 1987 - 2001 Financial Advisor and Managing Partner @
- 1982 - 1991 505th ASA Co. @
Eric Jansen Education
- Framingham State University
Bachelor of Arts (B.A.) (Economics, Finance)
1983 - 1987 - Purdue University
(Professional Management Institute)
- The American College of Financial Services
Chartered Financial Consultant (ChFC)
Eric Jansen Skills
- Investment Management
- Public Speaking
- Thought Leadership
- Retirement Planning
- Estate Planning Strategies
- Blogger
- Retirement Income Strategies
- Socially Responsible Investing
- Cryptocurrency
- bitcoin
- Disruptive Technologies
- Blockchain
- Wealth Management Services
- Digital Transformation
- High Net Worth Individuals
- Microsoft Office
- Portfolio Management
- Insurance
- Startups
- Investment Strategies
- Investment Portfolio Design
Eric Jansen Summary
- Eric Jansen, based in Westborough, MA, US, is currently a Founder, President and Chief Investment Officer at Finivi | Financial Advisors. Eric Jansen brings experience from previous roles at John Hancock and United States Army Reserve. Eric Jansen holds a 1983 - 1987 Bachelor of Arts (B.A.) in Economics, Finance @ Framingham State University. With a robust skill set that includes Investment Management, Public Speaking, Thought Leadership, Retirement Planning, Estate Planning Strategies and more. Eric Jansen has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Finivi | Financial Advisors Employees
Eric Jansen
Founder, President and Chief Investment Officer
Westborough, MA, US
Katie Moore
Financial Professional
Massachusetts, United States
Omar Ali
Investment Advisor Representative
Farmington, CT, US
Zachary Markt
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