We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Eric Thompson is an Associate, Wealth Analyst at Round Table Wealth Management. He is responsible for supporting the firm’s Wealth Advisors to satisfy long-term as well as day-to-day client needs.
Eric is a graduate of Ramapo College of New Jersey with a Bachelor of Science in Business Administration with a concentration in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an Alumni Advisor for the Kappa Sigma Fraternity, an avid hiker, and a musician in his free time, playing both the guitar and drums.
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.