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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Eric Park CFP®, CFS, AIF, PhD

Eric Park CFP®, CFS, AIF, PhD

Investment Consultant

Office: (636)432-0104
Fax: (636)432-0108

Website: Visit my web site!


A former college economics professor, Eric began his investment career in 1981. Eric is a co-founder of the firm. After getting an undergraduate degree in business, he got two masters - one in finance and the other in personal financial planning. He holds a doctorate from the University of Missouri - Columbia.

Publications such as Fortune Magazine and the St. Louis Post-Dispatch have quoted Eric on financial and investment matters. Eric is a 2005 Registered Rep's "Outstanding Broker of the Year"1 and admitted to Research magazine's prestigious "Advisor Hall of Fame"2 in 2007.

For over 20 years, Eric has volunteered on the endowment committee for East Central College and was elected College Trustee in April 2016. He is a Trustee on the MO PSRS/PEERS retirement plan.  He has served on the Missouri State Commission providing regulatory oversight of credit unions. In the past, Eric was President of the Franklin County Humane Society as well as the Washington Rotary Club, District Governor of Rotary International, and has worked on international poverty relief efforts in Third World countries.

1Based on assets under management, client service, business building and acknowledged peer recognition and respect.

2Candidates must have amassed a minimum 15 years of service as an investment professional, they must demonstrate superior production and client service, and be recognized by their peers and the broader community for the honor they bring to the profession.