Eric Maclean, ChFC®, CLU®, AIF®
CRD Number: 5925615Current Firm: Cetera Advisor Networks LLC
Compensation Model: Both
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth preservation strategies, lifetime income solutions, asset allocation strategies, decumulation strategies and of host of other financial concerns.
As an independent advisors, we draw from a wide variety of investment options and develop a plan that's right for you. Delivering consistent reliable income for a healthy retirement. Contact us today for your free "Retirement Check-Up".
To schedule an appointment- Click Here
Maclean Wealth Planning, LLC | 7406 27th Street W, Suite 301 | University Place, WA 98466|
Office: 253-509-7051
Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
CRD# 6618470
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Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The CLU® is widely considered to be the most respected insurance designation in the industry. Chartered Life Underwriters are experts in life insurance for businesses or estate planning purposes.
The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply fiduciary practices. Advisors who are fiduciaries are required to provide advice that is in their client?s best interest.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| DBA: Maclean Wealth Planning, LLC (Cetera Advisor Networks, LLC-Broker Dealer of Record) | University Place, WA | May 2013 - Current | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S7 | General Securities Representative Examination (GS) | Feb 2012 |
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- WA
- CA
- OR
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Total Assets Under Management25,829MILLIONS
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Total Number of Accounts85,917ACCOUNTS
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Average Account Value$300,627
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Maclean Wealth Planning, LLC | 7406 27th Street W, Suite 301| University Place, WA 98466
253-509-7051 | www.MacleanWealthPlanning.com | [email protected]
Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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