Eric Flaten

AIF®, CExP™
Retirement, Investing, Small Business
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“With over 25 years of experience in the financial industry, Eric Flaten provides his clients with real-time access to all their investment accounts (on any device, at any time) and help simplify their financial world.”
Firm:

ePERSONAL FINANCIAL

Job Title:

Founder

Biography:

As the founder of ePERSONAL FINANCIAL, Eric helps his clients take control of their finances through technology and advice. Eric has always been interested in the financial world, and over the past 28 years, he has been involved in every facet of wealth management. This includes, retirement, family business succession, and insurance planning.

Unlike traditional firms, Eric and his team have transformed wealth management into a solution that is truly built with their clients in mind. No longer do clients have to meet with a suit-clad advisor in a stuffy office. Instead, they can take control of their financial future, monitor their investments, and harness current technology in the comfort of their own home.

Eric graduated from Washington State University with a degree in Business Administration with specializations in Accounting and Finance. In addition, he holds his Accredited Investment Fiduciary® and Certified Exit Planning® designations. Eric has a thirst for continuing education and holding himself to a high standard of ethics.

 Throughout his career, Eric has managed to find balance among his professional and personal life. Eric enjoys spending time with his life partner, Sherrie, and being a father to his young adult daughters, Kayla and Brooke. As a Washington native, Eric takes every opportunity to get outside. He is an avid cyclist, has taken up stand up paddle boarding, and enjoys snow skiing and training his Australian Labradoodle puppy, Blake.

Education:

BA, Business Administration, Washington State University

Insurance License:

#155236

Disclaimer:

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory services are offered through Sowell Management Services, a registered investment advisor.

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How should I diversify mutual funds in my portfolio?
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Thank you for your question. It looks like you could use some guidance on how to build a portfolio before you invest your hard-earned money. My philosophy is that the best result for investors is when they focus on understanding their own tolerance for risk first. Then build a diversified portfolio that perfectly matches their own risk tolerance. Review your progress towards your goals. This creates a perfectly matched portfolio to their Risk Number and a systematic way to measure your progress and adjust along the way. This can be accomplished in three easy steps:

First, capture Your Risk Number. The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. This will pinpoint your exact Risk Number to guide the decision-making process.

Align Your Portfolio. After pinpointing your Risk Number, create a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses you should expect over time.

Meet Your Investment Goals. Review your progress toward your financial goals by building an Investment Map. When you finished this process, you’ll fully understand what is possible to increase the probability of success.

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