Eric C. Moleski, CFP®, AIF®

President

Eric Moleski is founder and president of GEN Financial Management, Inc., a fee-only, registered investment advisory firm. For more than 20 years, he has provided comprehensive investment management services and financial planning strategies to small-business owners, retirees, business professionals and other clients. Eric, a Certified Financial Planner®, has also earned the Accredited Investment Fiduciary® professional designation from Fiduciary360, achieving this designation through formal training in investment fiduciary responsibility.

 

As the head of GEN Financial, his primary responsibility is working closely with clients to address their financial concerns and help them achieve their financial goals, and to regularly review investment selections for their continued suitability. He also collaborates with other tax advisors, attorneys, estate planners and other financial professionals to ensure that all of his clients’ financial needs get met.

 

Eric has appeared on KARE-11 TV several times to discuss investment and financial planning issues. He graduated magna cum laude from the University of Wisconsin-Stout, receiving a B.S. degree in business administration, and also earned a one-year diploma in international business from University College of Wales Aberystwyth (now Aberystwyth University). Eric lives in Plymouth with his wife, Hilary, their three daughters and their three Labrador Retrievers.