Broker Check

our founder

Eric Flaten, Founder & Senior Advisor  eric@epersonalfinancial.com

As the founder of ePERSONAL FINANCIAL, Eric helps his clients take control of their finances by simplifying the complex and providing straightforward advice. Eric has always been interested in the financial world, and over the past 29 years, he has been involved in every facet of wealth management. This includes, investment management and retirement, estate, business succession, and insurance planning.  

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.