Eric Purcell (CFP®, MBA)
Eric Purcell focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
As the son of two financial planners, Eric was a natural for the career. He grew up with dinner conversations that included investments, the S&P 500, and financial do’s and don’ts. So when the opportunity to follow in his parents’ footsteps presented itself, Eric jumped at it. Today, the Topeka native and wealth advisor assists our senior planners by preparing for and attending client meetings, completing follow-up items, and maintaining client communications.
Eric received both his Bachelor and Master of Business Administration from Washburn University with the goal of working with people needing meaningful financial advice to help achieve their goals. At Clayton Wealth Partners, he loves assisting people from all walks of life in meeting their objectives and accessing financial benefits they may have otherwise never known existed. He loves his part in making financial planning the least stressful aspect of clients’ lives.
Additional Information
Eric lives in Topeka with his wife, Suqueen. In his free time, he enjoys coaching and playing soccer, relaxing with yardwork, and enjoying all the best that Topeka has to offer. He also makes a biennial trip with his wife to visit her home city of Shanghai in China.
NAPFA Start Date
April 26, 2016
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