Eric A. Tashlein,  CFP<sup>&reg;</sup> - Financial Advisor

Eric A. Tashlein, CFP®

Connecticut Capital Management Group LLC

2 Schooner Lane, Ste 1-12
Milford, CT 06460
FINANCIAL ADVISOR'S WEBSITE
(203) 877-1520

General

Eric Tashlein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Connecticut Capital Management Group LLC in Milford, CT and the surrounding communities.

Financial Advisor Overview

Eric Tashlein, CFP®, Principal, Founder Eric is a Certified Financial Planner™ professional and founding principal of Connecticut Capital Management Group. He enjoys helping high-achieving individuals manage, organize, and simplify their financial affairs. Eric was an early adopter of the client based fiduciary model which allows him to find financial solutions that are right for his clients unique circumstances. “Nothing brings me greater satisfaction than helping clients hit retirement goals, send loved ones to college, make a difference in society and positively impact future generations through financial planning. I am a firm believer that we all need coaching and I am honored to act in that capacity as an advisor and planner to many great individuals”. Eric is the author of the book “Smart Moves for Managing Your Money” and is the financial columnist for the New Haven Register, a daily newspaper in Connecticut. He also is a contributing author of “Giving”, a book on financial planning. He has been quoted in Money Magazine, Financial Advisor, and USA Today. In addition, he discussed “How To Find a Financial Planner” in a guest appearance on News Channel 12’s On the Money TV series. Eric and his family are lifelong area residents. Eric is active in many different charities and organizations. He is a recent past President of Milford Rotary. Eric is a Past President of the Financial Planning Association of CT New Haven Chapter. In addition, he sits on the Board of Corporators for Milford Hospital and The Milford Bank. He is a member of the Milford and Orange Chambers of Commerce and has been a long time member of the New Haven Manufacturers Association. He was recently named a 2017 Five Star Wealth Manager* as stated in the December 2017 issue of Connecticut Magazine. Eric has won this award four times. *Five Star Disclosure ~to receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peer and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

More

Financial Advisor Experience

21

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT
  • Health/disability insurance: CT
  • Fixed annuities: CT
  • Variable annuities: CT

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge Investment Research Inc., and Connecticut Capital Management Group, LLC are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources