The cryptocurrency landscape has undergone a dramatic transformation in recent years, with Bitcoin leading the charge into mainstream finance. Once considered a fringe asset, Bitcoin is now gaining significant traction among institutional investors, with industry giants like BlackRock at the forefront of this paradigm shift. BlackRock’s Pivotal Role BlackRock, the world’s largest asset manager with…
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:
The Pros and Cons of a Backdoor Roth IRA
A Backdoor Roth IRA is a financial strategy that allows high-income earners to contribute to a Roth IRA, bypassing the income limits that typically restrict direct contributions. This strategy involves contributing to a traditional IRA and converting those funds into a Roth IRA. While it offers significant benefits, such as tax-free growth and withdrawals, it…
10 Estate Planning Mistakes to Avoid: Protect Your Family and Assets
Protect Your Family’s Future: Avoid These 10 Common Estate Planning Mistakes Estate planning is often misunderstood and mistakenly seen as something only for the wealthy or that you can postpone. Real estate planning is about ensuring that your assets go to the right people in the most cost-effective and efficient way after your death. It…
Unlocking Art Investment: The Rise of Art Tokenization
Have you ever wanted to invest in art? Investing in art has traditionally been a pursuit reserved for the affluent, with others often hindered by high costs, uncertainty about valuable pieces, and challenges in storage and preservation. However, the advent of art tokenization is transforming this landscape, enabling investors to acquire fractional ownership of artworks,…
3 Estate Planning Strategies for Low Crypto Valuations
Since its inception a little over ten years ago, Bitcoin’s value has ranged from less than a penny to nearly $20,000. Within the last year alone, it fell from $11,000 to a low of around $3,500. Many other digital currencies and tokens, commonly called “ALT coins,” lost 90% or more of their value from all-time…
Can You Insure Your Bitcoin?
If you could buy insurance to protect your bitcoin, would you? As with all kinds of insurance, your answer is probably, “Sure—if the coverage is good and the price is right.” What might you reasonably expect bitcoin insurance to cover? Let’s think about the types of losses insurance covers for other currencies and investments. How…
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