Eric V. Sechman, AIF

Eric Sechman has been helping families and individuals build financial clarity and confidence since 2008. After gaining experience at a large financial services firm, he joined the family practice founded by his father and became its sole advisor following his father’s retirement in 2022.

Eric holds the Accredited Investment Fiduciary® (AIF®) designation and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He also earned a Ph.D. in Microbiology from Northwestern University, an academic background that contributes to his methodical approach to planning, careful analysis, and evidence-based decision-making.

Relationship-building is at the heart of Eric’s approach. He takes the time to understand each client’s goals, family dynamics, and life circumstances, with the goal of building long-term relationships that extend across generations. He works with clients in Massachusetts and beyond, helping them navigate retirement, investing, college planning, and other important financial transitions.

Eric is a licensed insurance producer in MA and CT and a registered representative for investments in MA, NH, CT, and AL through Cambridge Investment Research, LLC, member FINRA/SIPC.

Outside of work, Eric lives in Ayer with his wife, Samantha, and their three children, Samuel, Ronald, and Adrian. He enjoys exercising, reading, watching documentaries, cheering on Liverpool FC, and serving his community as a member of Ayer’s Finance Committee.