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Eric Borg, CFP® CTS®
CERTIFIED FINANCIAL PLANNER ™ at MHS Advisory Services, LLC
Eric Borg, CFP® CTS®, is an accomplished financial leader with a strong focus on developing long-term strategic partnerships and ensuring client satisfaction through innovative solutions in the realms of investments and financial planning.
He holds a B.A. in Economics from Yale University and has pursued further studies in Financial Planning at Boston University, honing his expertise in the financial domain.
With an impressive professional journey, Eric has served in key roles at reputable organizations such as MHS Advisory Services, Thrivent Financial, PFI, Piper Jaffray as the Managing Director for both Equity Capital Markets and Fixed Income Capital Markets.
His comprehensive experience and client-centric approach make him a valuable asset in the financial industry, with a track record of success in meeting diverse business needs efficiently.