2 Ethel Road
Series 7, Series 66 Registrations
Life Insurance License: NJ
Eric is a dedicated CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive wealth building strategies for affluent young families in Monmouth County, NJ. He joined Malecki Financial Group in 2014 and has been working directly with clients since 2015. With a Bachelor's Degree in Economics and a minor in Psychology from Rutgers University, Eric understands his clients' unique needs and aspirations.
His proficiency lies in financial planning, asset management, college savings plans, and protective services solutions. Eric is passionate about empowering his clients to pursue their financial goals and build a secure future. Whether designing comprehensive retirement plans, optimizing investment portfolios, or securing their loved ones' future with life insurance, Eric is committed to guiding young families toward financial success.
Join Eric as your partner on the journey towards financial confidence. Together, you can navigate the complexities of financial management and work towards a more secure future for your family.
Beyond financial planning, we believe it's important to connect on a personal level. As a proud graduate of Rutgers University, Eric has a passion for supporting their football and basketball teams every season. When outside of the office, you might find him enjoying the beautiful shores of New Jersey, cheering on the Jets, or spending quality time with his wife, Lindsay.
Every portfolio has risk. What's yours?
We can use Riskalyze to measure the risk of your investments, compare it to your unique risk profile, and create a portfolio that matches your risk tolerance. It also allows us to track your portfolio's performance over time and make any necessary adjustments to ensure it is meeting your needs. With Riskalyze, we can ensure that your investments are tailored to your specific risk profile and goals.
We understand that frequent and comprehensive meetings are important for a successful financial plan.
Initial establishment of your financial plan may take 2 to 3 meetings.
As an active client, you can expect 1 to 2 progress meetings annually, and unlimited phone and email conversations!
These are all included in your financial plan compensation, and more meetings may be added if necessary.
When working with Eric, there are a few options to consider regarding financial planning compensation:
$150,000 minimum in asset management, according to the Investment Advisory & Portfolio Management Cost Schedule below.
$1,500 annual financial planning rate.
If you cannot fully meet either of the above options, we may discuss a combination option to suit your individual needs.
If you have any questions, please reach out for more information about compensation/fees!
Please refer to the client agreement and ADV 2A for full program cost.
*Annual investment advisory fees are billed quarterly and based upon the account value at the end of each quarter. Family members will benefit from account balance aggregation to achieve favorable advisory fee breakpoints. Additional program fees and fund expenses may apply.
92% of U.S. adults aged 18+ agree that nothing makes them happier or more confident in life than when their finances are in order.
Those who are working with a financial advisor are more likely to say they feel optimistic about the U.S. economy (64%) and to say they feel prepared for a recession (67%).
Americans are more than two times more likely to feel financially insecure than secure. 72% say they are not financially secure.