Eric Hahn

CFP®, CPFA®

Director of Business Solutions

Get to Know Eric…

Favorite part about working at Moneco:
I love how Moneco empowers each of us to be individual specialists. By encouraging us to lean into our unique areas of expertise, it makes the collective team that much stronger.

Favorite thing to do outside of work:
Cooking, practicing yoga, and enjoying laughs with family & friends

What I enjoy most about what I do:
I love bridging the gap between a company’s benefits strategy and individual financial health. Building tailored retirement solutions allows me to solve complex plan challenges for employers, while the wellness programs empower their workforce to achieve financial peace of mind.

Favorites

Quotation: “Be the change you want to see in the world.” – Mahatma Gandhi

Vacation Destination: Grand Cayman

TV Show or Movie: The Departed

Band or Music: Bruce Springsteen

Sports Teams: NY Knicks, NY Giants, UConn Huskies

Experience:
As the Director of Business Solutions at Moneco Advisors, Eric leads the firm’s group retirement plans and corporate financial wellness initiatives. Bringing over 15 years of wealth management and operations experience, Eric has spent his career since 2009 helping growing firms scale their infrastructure and elevate client outcomes. Previously, his operational leadership and system design were instrumental in supporting growth initiatives at multiple wealth management firms.

Education & Certifications:
Eric earned his undergraduate degree from Bucknell University. Demonstrating his deep expertise in holistic planning and fiduciary oversight, he holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and NAPA Certified Plan Fiduciary Advisor (CPFA®) designations, as well as a FINRA Series 65 License.

Personal:
Outside the office, Eric enjoys staying active by practicing yoga, running, and playing basketball and golf. He is also a food enthusiast who loves cooking and trying out newly opened restaurants. Most importantly, he values spending quality time at home with his family and friends.

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