Eric D. Tilson, CFP®
Eric D. Tilson, CFP®
Prior to joining the Tilson Financial Group in 2021, Eric spent 6 years at Prudential Financial, an insurance and investment management firm in Newark, NJ. As a Financial Planner, Eric’s primary responsibilities include investment analysis, operations, and client service. He is also a member of the firm’s financial planning and investment committees.
Eric holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He earned his Bachelor of Arts in Economics from Lafayette College and an MBA with a concentration in Strategy and Financial Instruments and Markets from New York University’s Stern School of Business.
Eric is an avid marathon runner and active member of Memorial Sloan Kettering’s Fred’s Team charity. He enjoys playing golf and tennis and is a Jets fan.
Learn More About Our Services:
Financial Planning
We provide clients with the full spectrum of planning services to help them better navigate all of life’s events. Our experience and insights will continue to support you as your needs mature and evolve.
Investment Management
Our firm’s investment management approach starts with discovering your short-term and long-term goals and then constructing and maintaining an investment portfolio built to your unique needs.
Senior Planning 360°
Today’s senior landscape is increasingly complex. Our approach manages your long-term needs, balancing longevity and prosperity in a holistic manner to ensure you are always prepared for what’s next.