CFPEA

    Eric Scruggs

    Financial Planner, Founder

    Hark Financial Planning, LLC
    Stoneham, MassachusettsNo minimum minimum

    About Eric

    I provide Financial Planning for Attorneys and their families. I focus on helping clients get a handle on their current finances, clarify their values as they relate to money, and free up time to focus on what matters most. I have been a financial planner for over a decade, working with individuals...

    Areas of focus

    Financial PlanningTax PlanningInvestment ManagementRetirement PlanningCash Flow AnalysisDebt ManagementPortfolio Construction

    Credentials & background

    Designations

    CFPEA

    Education

    Master of Business Administration, Investment Management and Corporate Finance Concentrations University of North Carolina at Chapel Hill (2016); Bachelor of Arts, Economics and Government College of William and Mary (2009)

    Clients served

    Attorneys & ParalegalsPartners at Law FirmsBusiness OwnersCorporate Executives

    The firm

    Hark Financial Planning, LLC