Eric Passin
Denville, New Jersey
“High-quality client service will always be my top priority, which means building deep relationships, helping my clients improve their financial literacy, and providing personalized guidance unique to their needs,”
Eric enjoys getting to know his clients on a personal level, and ensures they are educated on each step of the financial planning process. He believes it leads to a better professional relationship and greater success in achieving their financial goals.
Eric is highly experienced in retirement planning, estate planning, and executive compensation, helping clients navigate these complex areas. He works with individuals from young professionals to executives, offering tailored solutions that align with their long-term goals.
Eric specializes in working with clients from all walks of life to build personalized financial plans tailored to their unique goals. His passion lies in providing the knowledge and tools they need to achieve and protect their financial future.
My journey to becoming a financial advisor started in my 20s, following a personal experience that profoundly shaped my career. I was taken advantage of by a financial advisor, and at the time, I didn’t understand the importance of carefully reviewing and tracking my own trades. This vulnerability opened my eyes to the consequences of not having the right knowledge and guidance. That experience sparked a passion in me to help others avoid similar pitfalls and gain a clear understanding of wealth management. I became committed to demystifying the differences between investing and speculating, ensuring my clients are informed and empowered to make decisions that align with their long-term goals. Today, as an advisor, my focus is on building realistic, financial plans that account for both immediate needs and future aspirations, including retirement.
My experience lies in retirement planning, estate planning, and executive compensation. I take pride in working with a wide range of clients, from young professionals to seasoned executives, helping them navigate these complex areas. Whether it's creating a comprehensive retirement plan, optimizing estate strategies, or managing executive compensation packages, I aim to provide solutions that align with my clients' long-term goals.Â
I work with a diverse range of clients, from CEOs to construction workers, each with unique financial goals and needs. My passion is fueled by collaborating with individuals from all walks of life, helping them build personalized financial plans that align with their specific objectives. Whether it's providing knowledge or outlining clear action steps, I focus on giving my clients the tools to both attain and protect their goals, no matter their background or profession.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
Strategies are always unique to the client, but my primary strategy with my clients starts with truly listening to their goals and providing them with forward-looking advice that reflects their individual needs. From there, I have in-depth discussions with my clients about their comfort level with risk and volatility, which allows me to design a diversified investment strategy that aligns with their risk tolerance. I focus on educating my clients, helping them understand how to monitor their portfolio and recognize when it might be the right time to make adjustments.
I take a consultative approach to financial planning, recognizing that every individual has unique goals and needs. By engaging in open dialogue with my clients, I can better understand their financial objectives and what they’re aiming to achieve. I believe in developing a plan to reflect their specific preferences and circumstances, providing that the strategy we build together is aimed at aligning with their personal vision for the future. My personalized approach fosters collaboration and aims to empower my clients to feel confident in the steps we're taking.
My favorite part of working with clients is helping them gain the knowledge to fully understand their financial options. I love seeing the moment when everything clicks—when they not only grasp the choices available to them, but also feel confident knowing they have a plan that is suited to their goals. Empowering my clients is rewarding, and my goal is to allow them to make informed decisions and feel more in control of their financial future.
What I value most about working with Savvy is the firm’s unwavering commitment to putting my clients first. Savvy equips us, as independent advisors, with tools and resources that enable us to truly focus on helping our clients achieve their financial goals. The personalized approach here allows me to tailor strategies and plans to each client’s unique needs, while the support from the team ensures we’re always offering one of the best possible solutions. It’s an environment that fosters collaboration, making it easier to provide the level of service and attention my clients deserve.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
