Broker Check
Eric Shaffer, CFP®

Eric Shaffer, CFP®

Wealth Management Adviser, CFP®

Eric has been working as a financial professional for 19 years and is a Certified Financial PlannerTM practitioner with Mergent Group. As a CFP® practitioner, he believes that this symbol stands out as a mark for providing the best possible financial advice for clients. Eric brings a strong background of investment management and financial planning to the team.

Eric is a native Texan, has true dedication to being there when people need him, and developing strong relationships along the way. Attention to detail, good listening skills and great empathy are symbols of appreciation by his clients. He is effectively supported by a team of specialists in the investment and administration areas whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.

Eric graduated from the University of Texas with a Bachelor of Business Administration degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional. His focus and expertise includes pre-retirees and retirees, small business owners, family wealth legacy planning, and investment management. He holds the Series 66 registration with both LPL Financial and 360 Wealth Management. He is an active member of the Dallas/Fort Worth Financial Planning Association.

Eric, his wife, Leslie, and their three children live in Dallas where they are parishioners of St. Rita Catholic Church. Away from the business, he enjoys spending time with his family.. Eric also enjoys traveling, cycling, watching and playing sports and snow skiing.