5 Strategies to Boost Your Retirement Savings: A Guide for Pre-Retirees Approaching retirement should be exciting, but what if you don’t have enough saved? Don’t panic – you have options to boost your retirement savings. Here are five strategies to help you catch up on savings and secure the retirement you want: 1. Adjust […]
Eric C. Jansen, ChFC®
Follow on: 
As Founder, President, and Chief Investment Officer of Finivi, Eric has spent over three decades transforming how individuals and families approach wealth management. His innovative approach to sophisticated investment strategies and comprehensive estate planning solutions has helped clients align their financial resources with their desired lifestyles, earning him recognition as a trusted advisor in the wealth management industry.
Before establishing Finivi in 2001, his many years at John Hancock spanned a variety of roles from a highly regarded Financial Advisor to a Team Leader and ultimately Managing Partner. During his time there, he helped clients with business succession, retirement, multi-generational wealth transfer planning, and sophisticated investment management solutions. This formative experience at one of the nation’s leading financial institutions laid the foundation for his later success, honing his ability to deliver sophisticated solutions to complex client needs
As the visionary leader of Finivi’s Family Wealth Services team, he drives the firm’s strategic direction and ensures the delivery of highly personalized, comprehensive solutions that empower clients to build, preserve, and seamlessly transfer wealth across generations. He chairs the firm’s Investment Committee, where he orchestrates the creation and execution of proprietary investment strategies meticulously aligned with each client’s goals and circumstances.
Professional focus areas include portfolio construction, sophisticated risk management, and multi-generational wealth & estate planning. Under his leadership, Finivi has cultivated a boutique model that fuses the disciplined rigor of institutional investment management with the agility and attentiveness of a specialized firm.
A prolific author, his insights are regularly featured in respected financial and business media, including Physicians Money Digest, CNBC, MarketWatch, Nasdaq, Yahoo Finance, Bitcoin magazine, and MSN Money. His published work covers a wide array of topics, from investment strategy and risk management to emerging trends in wealth planning and digital assets, establishing him as a trusted authority and influential voice in the financial industry
Eric holds the Chartered Financial Consultant (ChFC) designation from The American College, graduated Magna Cum Laude with a Bachelor of Arts in Economics and Finance from Framingham State University and completed advanced studies at Purdue University’s Professional Management Institute. He also served in the United States Army Reserve from 1982 to 1991 in various Military Intelligence roles, further demonstrating his commitment to discipline and service.
Eric Has Been Featured In:
Recent Articles by Eric:
Why Do Bond Prices Fall When Interest Rates Rise?
You may think you’re a savvy investor. But have you ever put your knowledge to an actual test? There’s an ongoing national financial literacy study run by FINRA that you can take and review results at any time. The study has found that most Americans cannot correctly answer the following question: “If interest rates rise, […]
Are Your Retirement Funds Wandering Aimlessly?
The purpose of your retirement fund is to help provide the income you need to live financially independent in retirement, whatever “financially independent” means to you. Without structure and planning for your funds, that goal can become more and more distant. It doesn’t just happen on its own. It takes careful planning and years, if […]
Your 401(k) or IRA is Not a Retirement Plan
If you save in a 401(k) or IRA, congratulations! You’re taking a great step toward financial success and well-being, potentially using tax advantages through these accounts, or picking up free money as employer contributions. Undoubtedly, contributing to these retirement plans is a must if you want financial independence and stability down the road. However, “employer-sponsored […]
5 Steps to Being a Better Investor
Do you feel knowledgeable about where you invest your money and how you do it? You might be a good investor right now — but what could your portfolio look like if you were even better? If you want to take your financial performance and ability to grow wealth to the next level, take a […]
Is Retirement Dead?
Is retirement dead? It’s a scary question, especially if you’re currently working hard with hopes of kicking back, relaxing, and enjoying spending your time anywhere but an office one day. But we think the answer is yes, traditional retirement is going away – even if it hasn’t died out completely quite yet. Before you start […]
You must be logged in to post a comment.