Eric Cassabon, CFP®, CLU®, ChFC®, CASL®, RICP®,
Wealth Management Advisor at Five Lakes Financial
📍 Lapeer, Michigan, United States
Eric Cassabon is a Wealth Management Advisor at Five Lakes Financial, leveraging his experience since joining Northwestern Mutual in 2001. A graduate of Northwood University, he holds numerous professional designations, including CFP® and ChFC®, to provide clients with comprehensive financial planning.
He resides in Lapeer, Michigan, with his wife, Kristen, and their two daughters. His career began as a student intern with Northwestern Mutual and has grown into a practice focused on helping families achieve their financial goals.
Eric holds an impressive five professional designations: CFP®, CLU®, ChFC®, CASL®, and RICP®.
Read the full overview →Experience
25 Years
Current Role
Wealth Management Advisor
Location
Lapeer, Michigan, United States
Personality Overview
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Priorities
Topics Eric cares about
Holistic Financial Planning
His practice focuses on creating tailored financial plans by understanding a client's life, family, priorities, and goals. He holds CFP® and ChFC® designations.
Professional Development
Holds five advanced industry designations and his firm emphasizes continual investment in the education and growth of its team members.
Career
Work history
1-2002
Wealth Management Advisor
Five Lakes Financial
6-2001
Financial Advisor
Northwestern Mutual
In the press
Media appearances
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Education
1997 - 2001
Bachelor of Business Administration - BBA
Northwood University
Social presence
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