Advisor profile


My approach

Eric Perschke - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Eric Perschke - My approach photo

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 license
  • Series 66 license
  • Life and Health Insurance License

Education

  • B.S., 2003, Economics - University of Maryland, College Park

Interests

  • Wife - Alyson (4th Grade Boston Public School Teacher)
  • Daughter - Evelyn, born October 2015
  • Son - Calvin, born May 2018
  • Distance runner: 15 marathons, 50K and 50 miler completed (across 13 different states)
  • Next race: TBD - 2021

Community participation

Volunteer For Pancreatic Cancer Action Network

Treasurer - Ashmont Nursery School, Boston MA

Soccer Coach - South Boston Soccer 3-4 year olds