Eric Greschner joins Kim and Lucas to discuss the importance of long-term financial planning with simple, actionable steps to always be prepared for the future.
Eric worked on Wall Street as an institutional research analyst and market strategist where he provided analysis to clients including Oppenheimer, T. Rowe Price, Fidelity Investments, institutional pension funds, and hedge funds.
Eric is an Investment Advisor Representative, Wealth Manager, and Managing Partner at Regatta Research & Money Management. He was featured in Transforming Wall Street as one of The Wall Street 50.
Eric Greschner – @EricAGreschner on Twitter
Learn more about Eric and Regatta Research at www.regattaresearch.com