About Eric P. Zine, Esq., CFP®, CDFA®
President | Private Wealth Advisor
Eric Zine is the Founder and President of Elm Tree Capital. He is an accomplished, 18-year veteran of the wealth management industry, with experience in some of the industry’s most recognized firms.
Eric earned his B.S. in Business Administration from Bryant University and his Certificate in Financial Planning from Boston University. He earned his J.D. from New England Law | Boston and was admitted to the Massachusetts Bar to practice law. He is a member of the American and Massachusetts Bar Associations.
Eric is a CERTIFIED FINANCIAL PLANNER™ (CFP®)1 practitioner and a CERTIFIED DIVORCE FINANCIAL ANALYST® professional. He is Series 7, 31, 63 and 65 certified with FINRA and NASAA. And he holds the Life, Variable Annuity, Accident and Health insurance licenses.
Eric strives to exceed clients’ expectations and prides his practice on integrity, work ethic, professionalism, and competency. He is a 2017 Five Star Wealth Manager2 recipient, for the fifth consecutive year, an achievement awarded to fewer than 5 percent of the wealth managers in the Boston area for professional excellence. The selection is the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of 10 objective criteria associated with wealth managers who provide quality services to their clients.
In addition to meeting the strict and rigorous requirements to attain the CFP® certification, he has agreed to abide by the Certified Financial Planner Board of Standard’s (CFP Board) strict Code of Ethics and Professional Responsibility and Financial Planning Practice Standards, to put his client’s interests first. Eric is required to complete 30 hours of continuing education every two years to maintain good standing with the CFP Board.
The CDFA® designation is sponsored by the Institute for Divorce Financial Analysts. IDFA™ trains professional – financial planners, accountants, and lawyers – to determine the financial needs and outcomes for couples after divorce. Certification requires successful completion of four exams in the course of study, 15 hours of continuing education in the field every year and a commitment to uphold the Institute’s Code of Ethics and Professional Responsibility.
Eric also voluntarily attends the Massachusetts Continuing Legal Education (MCLE) Estate Planning and Elder Care Law programs and is a member of the Financial Planning Association.
Eric is a South Shore native, and now makes his home in Cohasset with his wife and two sons. When not assisting clients, he is passionate about spending quality time with his family, reading, physical fitness and the occasional round of golf.
1. CERTIFIED FINANCIAL PLANNER™ and CFP® marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification process.
2. Five Star Professional is the largest and most widely published wealth manager award in North America.