ABOUT ERIC FELDMAN CFP® EA MBA

Eric found his way to the financial sector from the Broadway stage. During a performance hiatus 20 years ago (aka unemployed), he found a seasonal job at a tax office on the Upper West Side of Manhattan. His love of numbers and helping people translated to starting his own tax planning firm in 2003. Realizing that there was more than just tax planning he could do for his clients, Eric went back to school to get his MBA in Finance from Fordham University at Lincoln Center. He followed that degree up with the grueling Certified Financial Planner certification program.

In 2016, he joined Financial Futures and currently helps his clients navigate the markets, plan for their future, and strategize to reduce their tax implications.

Eric specializes in retirement planning for creative professionals and wealth planning for employees with stock options and RSUs.

He currently lives in Monmouth County, New Jersey with his wife and three amazing boys. When Eric isn’t scouring investments and tax code, he enjoys playing tennis, shuttling his children to various activities, and unwinding with a tequila on the rocks.

Eric Feldman photo

EDUCATION

  • Graduated from Penn State University with a Bachelor of Fine Arts in music theater
  • Obtained a Master’s in Business Administration in Finance from Fordham University
  • Completed Fairleigh Dickinson University’s Financial Planning Program
  • Passed the Certified Financial Planner exam
  • Passed the three part Enrolled Agent exam

AWARDS

  • Five Star Wealth Manager award winner in 2023 and 2024
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