Eric Hamberg, CFP®, Vice President, has served as a Financial Advisor for Rik Saylor Financial for over 10 years. Eric is dedicated to providing easy-to-understand explanations to complex wealth management concerns. His comprehensive approach offers clients the education, clarity and most importantly, the confidence needed to make significant decisions to effectively pursue their wealth goals. Be it retirement and asset management or estate, tax and insurance planning, clients can rest assured that their financial futures are secure. Eric collaborates with CPA’s, Attorney’s and Insurance professionals to ensure all aspects of their Financial Plan have been addressed.
Eric holds CERTIFIED FINANCIAL PLANNER™ Professional (CFP) designation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Eric is securities and insurance licensed holding the Series 7 & 66 securities license, as well as his Life, Health and Annuity License. As an Investment Advisor Representative, Eric has a fiduciary responsibility to put the client first. Eric received his BBA with his focus in Finance & Real Estate from the University of Cincinnati.
Eric is active in the community serving as the Treasurer on the Board of Directors of Sweet Cheeks Diaper Bank, where he is also a member of the Finance Committee. He is also a Board member of the Angelman Syndrome Foundation and is on the Finance Committee for that organization, as well.
Past host of "Straight Talk, Clear Decisions”, Eric shared his experience on a weekly basis with listeners on the internet and radio, enlightening them to make better financial decisions
Family & Free Time:
Eric and is wife Autumn currently reside in West Chester, OH with their twin girls Veda and Nora, who they welcomed into the world in 2016 & their new set of twins Rolen and Myla in 2018. A second-generation Elder High School graduate, Eric is a devoted "West -sider. " Eric enjoys spending time outside with his family and sneaking a round of golf in from time to time.
Feel free to check out our firm's background on FINRA's Broker Check as well.