Eric Rosenbloom, CLTC, ChFC®
Eric Rosenbloom brings extensive financial and business knowledge and experience as a vice president of wealth management at GCG Financial. He counsels individuals and families on comprehensive financial planning to help navigate the complexities of retirement. In addition, he advises business owners on succession and executive compensation strategies. Eric has served a diverse group of clients for over thirty years. He started his career as a Certified Public Accountant (CPA) in a large public accounting firm after graduating with honors from the University of Illinois. He then entered the private sector as a Controller. Eric was consistently recognized for his superior skills in troubleshooting and creative problem resolution and was promoted to Vice President of Finance early in his career. Subsequently, he was hired as the Chief Financial Officer for a telecommunications distributor. After several years with the distribution group he accepted the position of CFO and Treasurer at a large retail cellular company. In 2002 Eric brought his unique experiences to GCG Financial. Throughout his career Eric has consulted business owners and individuals on a variety of financial issues, such as business protection, family security, estate planning, tax-efficient strategies, retirement plans and comprehensive financial planning.
Eric enjoys volunteering. He has served on several school district committees, works regularly with the Les Turner ALS Foundation, and values coaching youth baseball, basketball and soccer.
Education: Bachelor of Science in Accountancy from the University of Illinois
Certifications: Chartered Financial Consultant (ChFC®) and the Certification for Long Term Care (CLTC)
Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.
CA license # 0D94047