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Eric Dean*

Eric Dean*

Financial Advisor / Advisor Coach

Eric joined Concord Wealth Management in 2016 as an Advisor.

Eric enjoys working with clients to establish their long-term financial goals focusing on: retirement planning, college education funding, income and asset protection. He has a passion for educating individuals, families and businesses about their finances by empowering them with proper education and resources through a hands-on, tailored and client-centered process.

Eric holds his 6 and 63 licenses as well as his in Life, Accident & Health Insurance licenses and is a graduate of Babson College with a Bachelor of Science in Business Management with a concentration in Finance.

When he is not creating financial strategies for his clients, Eric enjoys sports, fitness, and traveling. 

Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.