Broker Check

our founder

Eric Flaten, Founder & Senior Advisor  

eric@epersonalfinancial.com 

As the founder of ePERSONAL FINANCIAL, Eric has developed a proprietary process that replaces client apprehension with confidence. The POWER of 'e' simplifies the complex and increases transparency. Eric is passionate about helping his clients achieve a work optional life. Over the past 29 years, he has developed a deep understanding of the wealth management process to efficiently execute the seven pillars of a Complete Family Office.

Eric graduated from Washington State University with a degree in Business Administration with specializations in Accounting and Finance. In addition, he holds his Accredited Investment Fiduciary (AIF®) and Certified Exit Planning(CExP®) designations. Eric has a thirst for continuing education and holding himself to a high standard of ethics.  

Throughout his career, Eric has managed to find balance among his professional and personal life. Eric enjoys spending time with his life partner, Sherrie, and being a father to his adult daughters, Kayla and Brooke. As a Washington native, Eric takes every opportunity to get outside. He is an avid cyclist, enjoys stand up paddle boarding, and the exhilaration of snow skiing and the daily routine with his Australian Labradoodle, Blake.