Eric S. Passin

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

"Knowledge is the key to achieving ones financial goals"
Let's Talk

Eric S. Passin

Financial Planner

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Eric S. Passin

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Wealth Management Advisor

    TIAA-CREF

    January 2012 - July 2016 | Roseland, New Jersey

    Utilized a holistic wealth management to help clients establish plan that was personalized to help them achieve their goals.

  • Vice President

    Candor Wealth Management

    April 2011 - August 2011 | Summit

    Helped clients achieve their wealth management goals. Other duties involved being on the Investment Committee.

  • Vice President/Advisor

    JPMorgan

    September 2007 - March 2011 | Millburn, New Jersey

    Helped High Net Worth Clients to achieve their goals utilizing the JPMorgan Private Wealth Management Platform.

  • Vice President-Private Client Group

    Charles Schwab & Company

    May 2002 - September 2007 | Millburn, New Jersey

    Utilized a consultative wealth management process to help clients understand their goals and helped them implement the solutions to help them to achieve their goals.

  • Vice President

    AG Edwards & Sons

    October 1998 - April 2002 | Short Hills, NJ

    Helped clients to understand their goals and help them implement personalized solutions.

  • Vice President

    PaineWebber Inc.

    March 1994 - October 1998 | Paramus/Morristown

The Prudential Difference

    • Variable Annuities: NJ
    • Securities License: CA, NJ
    • Variable Life Insurance: NJ
    • Fixed Annuities: NJ
    • Life Insurance: NJ

Eric Passin offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Eric Passin offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.