About Eric
Eric Sawyer
Chief Planning Officer, CFP®
Eric Sawyer is passionate about helping clients grow and succeed specifically through financial planning. A Certified Financial Planner® professional with Cambridge Investment Research, Eric believes in providing clients with a financial planning experience that filters current trends and new ideas through a fundamental approach.
Eric has a diverse background, which includes experience from nationally recognized financial planning firms and a leadership role as Director of Financial Planning for a Dallas-based company. His educational credentials include a Master of Science from Texas Tech University’s Department of Personal Financial Planning, where he also served as an instructor.
Additionally, he has taught financial planning certification programs at SMU and the University of Texas Arlington.
Eric also operates his own practice, Peacefield Wealth Solutions.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Coastal Family Wealth Advisory and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MA, ME, MI, NH, NY, RI, VA, and VT. Advisory services only in Arizona. No offers may be made or accepted outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Coastal Family Wealth Advisory makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
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