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Eric B. Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®

Eric B. Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®

Founder | Chairman

Eric is dedicated to transforming the aspirations of his clients into tangible achievements. Serving as the Founder and Chairman of Waggoner Financial, Eric leads a team committed to providing comprehensive financial solutions to individuals and businesses alike.                            

With a distinguished portfolio of qualifications including the Chartered Financial Analyst® (CFA®), Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®), and Accredited Estate Planner® (AEP®), Eric holds insurance licenses across various domains and FINRA series 7, 63, and 26 registrations through LPL Financial. His academic journey spans a breadth of disciplines, culminating in bachelor’s degrees in Mathematics and Astrophysics from Michigan State University, and master’s degrees in Mathematics and Global Finance from MSU and HKUST-NYU Stern.                                                    

Beyond his professional endeavors, Eric finds fulfillment in spending time with his eight-year-old daughter and nurturing future financial minds as a professor in Quantitative Finance at MSU's Broad College of Business.