Eric Passin

Hi there! 👋🏼 I'm Eric, a financial advisor from Northern New Jersey with a creative approach to wealth management, influenced by my background in a family of artists and designers. I’m passionate about educating clients and empowering them to make informed financial decisions. From retirement planning to tax-efficient strategies, I focus on providing personalized advice that helps families achieve lasting financial security. Success to me means building trust and guiding clients through every step of their financial journey.

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Denville, New Jersey

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How ERIC works with clients
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“I value getting to know my clients on a personal level. I use a consultative based planning approach, and like to think of myself as a financial coach that helps my clients plan for their future, but also educates and empowers them to make confident financial decisions. My goal is always to put my clients in the best possible position for long-term success.”

Learn more about Eric

How can I help?

Estate and Trust Planning

PRESERVATION OF YOUR LEGACY
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Executive Compensation Planning

OPTIMIZING YOUR FINANCIAL REWARDS
We recognize the unique challenges and opportunities executives encounter. Our goal is to help you develop a strategy that simplifies the complexity of managing wealth while balancing the demands of your role.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Eric.

Get to know Eric

Eric grew up in Northern New Jersey, surrounded by his family of artists, musicians, and designers. This creative environment deeply influenced his approach to wealth management, allowing him to think outside the box when developing financial strategies. 

His passion for education is central to his career. He has mentored many advisors throughout the years, helping them build successful careers in wealth management. He has also taught adult finance classes and often speaks at community events, sharing the importance of financial education. He believes understanding your finances is essential to making informed decisions for the future.

At the heart of his work is a commitment to helping clients create, implement, and manage their financial goals. Whether it's debt management, retirement planning, tax-efficient strategies, or estate planning, he provides personalized, holistic advice. He often works across generations, helping families establish long-term financial security.

Eric lives in Denville, New Jersey with his wife and has two children. They are actively engaged in their local community, supporting animal shelters, food banks, and organizations such as the Red Cross, as well as local churches and synagogues.

Connect with Eric:

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CONNECT WITH ERIC

Book a 30-min introductory call with Eric.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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