Eric Listick is a Certified Plan Fiduciary Advisor© with a client-service philosophy who brings more than 25 years of experience into every client relationship.

Eric provides personal financial planning to select families and individuals. Additionally, he serves as a Retirement Plan Consultant to regional corporations. 

As a warm and approachable professional, Eric considers himself “on call” for you and is willing to do whatever it takes to make you feel comfortable and in control of your financial situation.  

Eric is married and lives with his wife Jennifer and their kids in the Philadelphia suburbs. He received his BS and MBA from Rutgers University. He also holds Series 7, 63, 65, 24 with LPL Financial, as well as Life & Health Insurance Licenses.