Constant Changes and Challenges in Business with Eric Mancini

The Top Advisor Podcast

In this episode of The Top Advisor Podcast, join our host Matt Lovejoy and his guest, Eric Mancini, to learn more about his experience and insights in the financial industry. Eric is the Director of Investment Research & Wealth Advisor at Traphagen Financial Group, they provide financial services including accounting, wealth, and tax management.

In this episode, you’ll learn:

· Constant changes and challenges give you something to look forward to as a financial advisor.

· Balancing, understanding, and handling all the facets of the business industry

· Your clients should always come first.

· Who does Eric Mancini acknowledge as a leader?

· The biggest form of celebration is when you get to enjoy what you do.

· And much more!

~

About Eric Mancini:

Eric D. Mancini is a CFA (Chartered Financial Analyst) Charterholder, a Certified Financial Planner (CFP), a Chartered Alternative Investment Analyst (CAIA), and the director of investment research at Traphagen. Eric graduated from Penn State University with a BS in Economics with a focus in Finance. He specializes in portfolio management, investment analysis, and personal financial planning. He also works with clients on insurance planning, tax planning, and personal income tax preparation. In addition to the already mentioned certifications, Eric holds the NASD (National Association of Securities Dealers) Series 65 license and the NJ Life and Health Insurance license.

Before joining TFG, Eric worked as a wealth manager specializing in comprehensive financial planning and portfolio management for high net worth individuals at Brinton Eaton Wealth Advisors (now Mariner). Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on eldercare estate planning, retirement planning, annuity analysis, and retiree portfolio management.

Mr. Mancini is a staff writer for Benzinga.com, where he regularly writes articles on portfolio management, economic analysis, ETFs (Exchange Traded Funds), and stocks. His work has appeared on other financial websites such as Yahoo! Finance, Fox Business News, dailymarkets.com, Macro Markets, and the San Francisco Chronicle. Forbes has interviewed him on several occasions on an array of topics, usually involving individual stocks. More recently, Eric has been interviewed by US News and World report, the Bergen Record, Money Magazine, and The Wall Street Journal.

~

You can find Eric Mancini on...

LinkedIn https://www.linkedin.com/in/eric-mancini

Company LinkedIn https://www.linkedin.com/company/traphagen-financial-group

Website https://tfgllc.com/

Contact [phone] EXT : 502

Email [e-mail]

---

Connect with Matt Lovejoy!

Linkedin https://www.linkedin.com/in/matthewlovejoy/

Website https://www.adviceperiod.com/?team=matt-lovejoy

Email [e-mail]

Contact [phone]