Eric Flaten is a financial advisor with over 20 years of professional experience in fiduciary wealth management, retirement security, and investment advisory services. He attended Washington State University, where he studied Business Administration, Accounting, and Finance. Furthermore, he completed Certified Financial Planner coursework at the College for Financial Planning. Over the years, Eric has worked in different financial institutions such as Bank of America, Merrill Lynch, Wells Fargo, Morgan Stanley, and My Financial Coach (MFC), where he has gained extensive experience in finance management, commercial banking, trust operations, financial consulting, and executive deferred comp exit plan review. In addition, he is the founder of ePERSONAL FINANCIAL, where he provides personalized financial solutions to clients seeking an expert financial advisor.

With Eric Flaten's excellent experience, extensive knowledge, and skills in the financial sector, he specializes in various areas such as bond replacement strategies, life insurance investment consulting, 401k investment advice, estate planning, restricted stock unit strategies, and private foundation investment consulting. Eric's primary motivation is to help clients overcome their financial anxiety by providing personalized financial planning strategies that match their specific needs. As someone with an abundance mindset, he focuses on providing clients with no-tax retirement income strategies and retirement reboot consultations.