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ERIC PARR, CPIA

Growing up in a family of career agents,  Eric has a solid foundation in finance, risk management and knowledge of products.  He follows a specific step by step process to add a level of comfort often lost in today’s hectic world.

 

Eric graduated from Heidelberg University with a Bachelor of Science Degree in Business and Computer Information Systems.  He has made it his mission to become educated to find ways to share this knowledge of regulations and laws. 

 

Because strategic partners are a key part of the process, Eric has teamed up with David Trende, a Financial Advisor who is Series 7 and 66 Securities registered as well as Life, Health and Annuity Licensed. David can help clients review portfolio holdings, to recommend opportunities based on your particular needs.   

 

Eric’s involvement with multiple non-profit organizations as a committee chair, volunteer, and advisor has contributed to balance out work/life ties with his passion to watch people grow. His volunteer work revolves around kids and seniors.  Watching children learn is nurtured by connecting them with opportunities to soak in the wisdom of our Seniors. 

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p: 330 650 1114 | e: info@wealthdesignpartners.com

77 Milford, Suite 234 | Hudson OH

© 2024 WEALTH DESIGN PARTNERS LLC

Wealth Design Partners is:  

  • A loosely affiliated group of insurance professionals who are available to work independently or in groups to help identify financial solutions.  Not all members of Wealth Design Partners are registered to offer all products and/or services?

  • Wealth Design Partners does not provide legal or tax advice – you should always consult an attorney or tax professional before implementing a financial strategy.

  • Securities may only be offered by registered broker-dealers and only through registered representatives.

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Retirement investing Northeast Ohio

Retirement planning Northeast Ohio

Retirement advisor Northeast Ohio

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