There’s an all-too-common belief about retirement planning, and it goes like this: “As long as I save as much as I can in my retirement accounts, stick to a reasonable withdrawal rate, and control my spending in retirement, I’ll be ok.” Certainly, that’s a good beginning. But as always, “life” sometimes has a way of […]
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:
Retirement Planning Is More Than Money: How to Create a Purposeful Life After Work
Retirement Planning Goes Beyond Savings After nearly 40 years helping people plan for retirement, I’ve yet to meet anyone who doesn’t recognize the importance of saving for the future. Most individuals have a general idea of their retirement savings, how their investments are allocated, and whether they feel they are “behind” on their financial goals. […]
You must be logged in to post a comment.