Eric Linger (BSEE, MBA, MSEE)
Eric Linger focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Eric J. Linger is a Registered Investment Advisor (RIA) and the principal of Sherwood Investments. He specializes in developing customized financial strategies so clients can improve their standard of living and retire financially secure. He values the close, personal contact he maintains with each of the clients he works with.
Prior to founding Sherwood Investments, Mr. Linger was the branch manager of a major Edward Jones investment office in Somerville, NJ. He started his career as an electrical engineer at Bell Labs, and advanced to senior executive positions in financial planning and analytical areas at AT&T.
Mr. Linger received a Bachelor of Science in Electrical Engineering (BSEE) from Penn State, a Master of Science in Electrical Engineering (MSEE) from New York University, and an MBA from Monmouth University.
As a financial expert with in-depth investment knowledge, Mr. Linger appears on television on both the east and west coast and is quoted in national newspapers and professional publications. He completes over 30-credits of continuing education every year to keep abreast of changes and to increase his proficiency.
Mr. Linger puts this in writing for each client that he is a fiduciary, and always works in their best interest.
If you would like to simplify your financial life and become more financially secure, please visit our secure web site for more information or call us at 425-898-8989.
Additional Information
For twenty years I have been helping clients simplify their financial lives, improve their standard of living and sleep well at night! Their money is invested as if it were my own, but with their objectives in mind.
All securities are purchased and sold without commissions, avoiding any possible conflicts of interests. The only product I sell is exceptional service, unbiased investment management, and sound investment strategies.
We stay in frequent contact with you to keep you informed and for us to remain up-to-date on your financial requirements. All calls are returned the same day.
On a personal level: My love for financial management began at an early age, after winning the stock-picking contest in high school. I couple this love with my financial planning and investment management experiences at Bell Labs, AT&T and Edward Jones to help individuals simplify and improve their financial lives. I am an avid photographer, play tennis, love animals and have one wife, two kids and two cats.
NAPFA Start Date
January 13, 2004
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