Eric Sines

From day one, Eric watched his parents start and build a financial planning firm while juggling three boys. Hard work was engrained into his mind from the start.

By observing his father, Eric gained firsthand insight into the industry long before earning his bachelor’s degree in finance from the University of Central Florida in 2018. Since then, he has gone on to earn his Series 7, Series 63, Series 65, and CRPC ® designation. Drawing on years of hands-on experience and the guidance of a 30-year industry veteran, Eric brings a depth of expertise that enables him to deliver precise, strategic advice tailored to each client’s needs.

Eric uses his licenses and experience to help a variety of families to reach their goals through strategies ranging from tax management to retirement planning. He has helped hundreds of families to alleviate stress by providing extensive financial services and allowing them to focus on other important matters. He approaches every client relationship with the same care and dedication that he would give to his own family.

In his free time, Eric is an avid golf player and a dedicated husband to his wife Brooke. He values strong family ties and keeps that mindset as he serves his clients.