Eric Adler

Personal Finance, Retirement, Investing
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“With over two decades of experience in the financial industry, Eric Adler is committed to helping people pursue their financial goals.”
Firm:

Cascadia Wealth Management

Job Title:

Financial Advisor, Investment Advisor Representative

Biography:

After graduating with a bachelor’s degree in finance from Michigan State University, Eric Adler acquired over 20 years of professional experience working in various segments of the financial services industry including positions with investment firms, mutual funds, and insurance companies. The last 10 of these years he’s worked as a financial advisor with Cascadia Wealth Management.

Eric specializes in retirement planning and wealth preservation strategies. Together with his financial planning partner, Kip Mechals, they advocate a conservative investment approach and employ tactical investment management to pursue their clients’ goals. This proactive management provides their clients with a strategic defense to help preserve assets in a declining market and an offense to take advantage of a rising market. The planning process encompasses in-depth needs analysis and customized risk assessment for individuals and business owners.

Education:

BA, Finance, Michigan State University

CRD Number:

2113992

Disclaimer:

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRASIPC. Cetera is under separate ownership from any other named entity.

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