Eric P. Zine, Esq., CFP®, CDFA®
President | Private Wealth Advisor
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.
Whether you are just starting to accumulate wealth, preparing for a major life transition or approaching retirement, sound decisions are vital in helping you pursue your goals and avoid the costly mistakes that can affect your future.
That’s where my firm, Elm Tree Capital, comes in.
Elm Tree Capital, conveniently located just minutes south of Boston, is an independent financial planning and investment advisory firm. Our independence means we are free to represent your best interests and focus our time and energies on you. This allows us to deliver objective advice, take a long term view, and concentrate on your needs.
As a highly educated and accomplished CERTIFIED FINANCIAL PLANNER™ and CDFA® professional, I am committed to helping people just like you create solutions for your financial future. From start to finish I will guide you through the financial planning process steps to help you achieve your goals.
Today’s ever changing economic landscape brings challenges; but along with challenges come opportunities and potential rewards. Through ongoing monitoring and collaborative planning, I will work closely with you to evaluate those opportunities and get in position to reap those rewards. It is this level of service and attention to detail that allows me to do what I enjoy most—helping people build a solid financial foundation for the future and creating deep, long-lasting relationships.
I invite you to review all the material on my website. If something prompts a question, feel welcome to send me a quick email or call my office.