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Eric Nichols, CFP®, ChFC®, CLU®, RICP®

Eric Nichols, CFP®, ChFC®, CLU®, RICP®

President

Eric Nichols started his career in financial services after being recruited from Villanova University by Equitable Advisors in 2003. From the beginning, Eric focused his practice on the needs of educators and their families. Over the years Eric has advised well over a thousand teachers and administrators. Due to his holistic approach to financial advice, Eric works with the spouses and other family members of many of his clients as well. As a result he has also developed tremendous experience working with for those outside of the education arena such as corporate executives, business owners, attorneys, and physicians.

Eric has won numerous industry awards as a financial professional, and also in his previous position as Divisional Vice President of Equitable. Eric is recognized as one of the top financial advisors in the country within Equitable.

He has spoken or presented at industry functions, and has presented countless times for school employees and administrators on various financial planning, investment and insurance related topics.

A lifelong student of his craft, Eric holds FINRA Series 7, 66, and 24 licenses and Life, Accident, and Health Insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®).

In 2012 Eric founded Educated Wealth Strategies. The firm was created with a clear mission--to provide high end, comprehensive financial services to teachers and administrators and their families across the country.

In an effort to provide an educational resource for teachers nationwide, Eric wrote and published the book “Financial Planning for Teachers” in 2016. The book was created to give all teachers a high level overview of how to create a financial plan and how to prepare for the financial issues that they may face throughout their lives.

Eric lives in the greater Philadelphia area with his wife and three sons. He enjoys outdoor sports and spending time with family and friends.

CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.