Eric Hess is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Alpha Financial Advisors, LLC in McLean, VA and the surrounding communities.
Eric Hess, CFP™, ChFC®, is a widely respected and trusted member of the financial advisor community. His professional designations and memberships demonstrate his dedication to maintaining the highest level of excellence and ethics in his profession. Eric is currently the Past Chairman of the Board of the National Capital Area Financial Planning Association, one of the largest chapters of the FPA in the United States. He is also a member of the distinguished National Association of Personal Financial Advisors (NAPFA). NAPFA is the country's leading professional association of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve. NAPFA membership separates those who work for the client as a fiduciary from those that work for and in the interest of the bank, brokerage firm or insurance company.
Eric was conferred degrees in Business Management and Economics from Eckerd College in 1991. Eric founded Hess Financial Services, Ltd. as an independent registered investment advisor in 1992. After growing the business and assembling an exceptional team of experienced financial professionals, the firm was aptly renamed Alpha Financial Advisors, LLC in December, 2000. Eric has helped hundreds of families in the Washington area achieve their financial goals.
Eric's ongoing studies have earned him the professional designations of Certified Financial Planner™ and Chartered Financial Consultant®, giving clients assurance of integrity, insight and reliability. These two designations are testimony to Eric's comprehensive preparation in the financial planning process, his commitment to continuing education, and dedication to maintaining the highest ethical standards. Eric was raised in Clifton, Virginia and still resides in Potomac Falls, Virginia. After over two decades of financial management experience, Eric firmly believes his clients deserve an authentic financial advisor who uses exceptional skill and care to understand a client's needs and delivers an experience that is comfortable and sustainable.
7, 6, 63, 65, 66
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...Read More >
It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...Read More >
Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...Read More >