Eric Passin
Hi there! 👋🏼 I'm Eric, a financial advisor from Northern New Jersey with a creative approach to wealth management, influenced by my background in a family of artists and designers. I’m passionate about educating clients and empowering them to make informed financial decisions. From retirement planning to tax-efficient strategies, I focus on providing personalized advice that helps families achieve lasting financial security. Success to me means building trust and guiding clients through every step of their financial journey.
Denville, New Jersey
“I value getting to know my clients on a personal level. I use a consultative based planning approach, and like to think of myself as a financial coach that helps my clients plan for their future, but also educates and empowers them to make confident financial decisions. My goal is always to put my clients in the best possible position for long-term success.”
How can I help?
Estate and Trust Planning
Retirement Planning
Executive Compensation Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Eric.
Get to know Eric
Eric grew up in Northern New Jersey, surrounded by his family of artists, musicians, and designers. This creative environment deeply influenced his approach to wealth management, allowing him to think outside the box when developing financial strategies.Â
His passion for education is central to his career. He has mentored many advisors throughout the years, helping them build successful careers in wealth management. He has also taught adult finance classes and often speaks at community events, sharing the importance of financial education. He believes understanding your finances is essential to making informed decisions for the future.
At the heart of his work is a commitment to helping clients create, implement, and manage their financial goals. Whether it's debt management, retirement planning, tax-efficient strategies, or estate planning, he provides personalized, holistic advice. He often works across generations, helping families establish long-term financial security.
Eric lives in Denville, New Jersey with his wife and has two children. They are actively engaged in their local community, supporting animal shelters, food banks, and organizations such as the Red Cross, as well as local churches and synagogues.
Book a 30-min introductory call with Eric.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
