Eric Long, CFP® CRPC® CFS®

Wealth Advisor

Contact

Phone

610-520-1500 x 115

Certifications

(CFP) Certified Financial Planner

(CRPC) Chartered Retirement Planning Counselor

(CFS) Certified Fund Specialist

Social Media

Eric is a private wealth manager with Independence Square. He has a bachelor’s degree from The Pennsylvania State University. He currently lives in Berwyn, PA with his wife and three kids.

Eric is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Certified Retirement Planning Counselor and a Certified Fund Specialist. His securities registration includes series 7 and 66 held with LPL Financial. He also holds insurance licenses for life, disability, health, and long term care.

Eric’s practice focuses on two main areas:

1) Comprehensive wealth management for affluent and emerging affluent individuals
2) 401k and Pension plan due diligence, fiduciary consulting, and plan selection for business owners.

Eric enjoys playing golf and spending time with his family.