While both independent SEC-registered investment advisors (RIAs) and firms such as wirehouses, banks, broker-dealers, and mutual fund companies operate under a fiduciary obligation in theory, the actual delivery of advice and solutions can differ significantly, often due to underlying conflicts of interest, layered fees, and product restrictions. The Fiduciary Standard requires all financial advisors to…
Eric C. Jansen, ChFC®
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As Founder, President, and Chief Investment Officer of Finivi, Eric has spent over three decades transforming how individuals and families approach wealth management. His innovative approach to sophisticated investment strategies and comprehensive estate planning solutions has helped clients align their financial resources with their desired lifestyles, earning him recognition as a trusted advisor in the wealth management industry.
Before establishing Finivi in 2001, his many years at John Hancock spanned a variety of roles from a highly regarded Financial Advisor to a Team Leader and ultimately Managing Partner. During his time there, he helped clients with business succession, retirement, multi-generational wealth transfer planning, and sophisticated investment management solutions. This formative experience at one of the nation’s leading financial institutions laid the foundation for his later success, honing his ability to deliver sophisticated solutions to complex client needs
As the visionary leader of Finivi’s Family Wealth Services team, he drives the firm’s strategic direction and ensures the delivery of highly personalized, comprehensive solutions that empower clients to build, preserve, and seamlessly transfer wealth across generations. He chairs the firm’s Investment Committee, where he orchestrates the creation and execution of proprietary investment strategies meticulously aligned with each client’s goals and circumstances.
Professional focus areas include portfolio construction, sophisticated risk management, and multi-generational wealth & estate planning. Under his leadership, Finivi has cultivated a boutique model that fuses the disciplined rigor of institutional investment management with the agility and attentiveness of a specialized firm.
A prolific author, his insights are regularly featured in respected financial and business media, including Physicians Money Digest, CNBC, MarketWatch, Nasdaq, Yahoo Finance, Bitcoin magazine, and MSN Money. His published work covers a wide array of topics, from investment strategy and risk management to emerging trends in wealth planning and digital assets, establishing him as a trusted authority and influential voice in the financial industry
Eric holds the Chartered Financial Consultant (ChFC) designation from The American College, graduated Magna Cum Laude with a Bachelor of Arts in Economics and Finance from Framingham State University and completed advanced studies at Purdue University’s Professional Management Institute. He also served in the United States Army Reserve from 1982 to 1991 in various Military Intelligence roles, further demonstrating his commitment to discipline and service.
Today, the definition of work-life balance is being redefined, experiences are more important than things, meaningful work is more significant than greater opportunities, and the sharing economy is just beginning to change the social and economic landscape on a global scale.
Even with so much change, one thing remained the same, the desire for unbiased financial advice, just not delivered in a binder, nor always face to face, but on-demand, personalized guidance that focused more on financial freedom now, than at some distant point in the future, we used to call retirement.
Our Advice-On-Demand monthly subscription service provides clients ongoing access to a team of financial planners, investment advisors, and tech-savvy team members who help guide them to living there best life, by not only making smarter financial choices but also learning to use the latest technology to save both time and money.
As the world continues to change, so do we. Our firm is not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking.
In this new era of digital transformation, we keep our clients informed on the potential impacts of evolving technologies, including blockchain, cryptocurrencies, nanotechnology, quantum computing and the Internet of Things (IoT). Unlike many advisors, we are not afraid to tell them that Bitcoin and other digital currencies and tokens are probably here to stay, and, moreover, may be the future of money.
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Recent Articles by Eric:
What Happens if You Die Without a Will in MA
Failing to create a will can have significant consequences for your loved ones and legacy. In Massachusetts, dying without a valid will—known as dying “intestate”—means state laws determine how your assets are distributed and who will care for your minor children. This comprehensive guide explores Massachusetts intestate succession laws, potential problems that arise from dying…
Family Meetings: Your Essential Guide to Building a Lasting Legacy
Family meetings are no longer exclusive to ultra-wealthy households; they are increasingly recognized as a valuable tool for families across all financial levels. These gatherings provide open communication, shared understanding, and collaborative decision-making about financial matters and family values. By addressing topics such as estate planning, trustee or personal representative roles, long-term care plans, investment…
The Financial Revolution: How Crypto and ISO 20022 Are Reshaping Global Payment Rails
The global financial system is undergoing a profound transformation, driven by the convergence of cryptocurrencies, blockchain technology, and the adoption of ISO 20022, a new standard for financial messaging. This revolution is reshaping the very foundations of how money moves across borders and between institutions. At the forefront of this change are innovative projects and…
Social Selling Revolution: How Social Media is Transforming Retail and Investment Strategies
Social selling is poised to revolutionize the retail landscape, transforming how businesses interact with consumers and ultimately impacting investors. This innovative approach to commerce leverages social media platforms to create seamless shopping experiences, blurring the lines between social interaction and purchasing decisions. As we delve into the future of retail, it’s clear that social selling…
The Hidden Risks of Target Date Funds: A Guide to Smarter Retirement Investing
Target-date retirement funds have become increasingly popular within employer-sponsored retirement plans in recent years, offering investors a seemingly simple “set it and forget it” approach to retirement planning. However, the static nature and inflexible asset allocation of these funds can present significant downsides for many investors. This article explores the potential drawbacks of static target…
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