Eric Flaten, Founder & Senior Advisor
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®) designation. Eric has a thirst for continuing education and holding himself to a high standard of ethics.
A lifelong resident of the Puget Sound area, Eric discovered, fell in love and relocated to the Kitsap Peninsula in 2014.