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

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

Founder & Chairman

Eric believes Star Trek’s Captain Jean-Luc Picard said it best when he said, “Things are only impossible until they’re not.”1 Eric and his team strive to turn clients’ goals into possibilities, and possibilities into reality. Eric leads Waggoner Financial in striving to deliver trusted, holistic financial planning to individuals and businesses.

Eric is a Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®), and Accredited Estate Planner® (AEP®). He holds insurance licenses for life, accident, health, property & casualty, and variable annuities, as well as FINRA series 7, 63, and 26 registrations through LPL Financial. He graduated from Michigan State University with a Bachelor of Science in Mathematics and a Bachelor of Science in Astrophysics, as well as a Master of Science in Mathematics. He also holds a Master of Science in Global Finance from HKUST-NYU Stern Business School. He is currently an Accredited Senior Appraiser candidate with the American Society of Appraisers with a specialization in Business Valuation.

Eric stays busy with his seven-year-old daughter and teaching Quantitative Finance and Risk Management at MSU.

1”When the Bough Breaks.” Star Trek: The Next Generation. Paramount Television. 13 Feb. 1988.