Eric Herzog, CFP® focuses on helping each client design and implement a wealth management strategy that is unique to them. He actively works with clients by co-creating financial plans for retirement and generational wealth transfer.
Eric began his career in Minneapolis, working as a retirement consultant for Allianz. Prior to Prime Capital Financial, he held financial advisory roles with Goldman Sachs, as well as an independent broker/dealer.
He is a CERTIFIED FINANCIAL PLANNER™ professional and received his bachelor’s degree in economics from Saint John’s University in Collegeville, Minnesota.
Eric and his wife Lauren live in Minnesota lake country with their son. In their free time, you can find them traveling, enjoying the outdoors, or experiencing live music.
When it comes to choosing a wealth manager, you deserve financial planning that is as dynamic as the life you lead. Our collaborative process is designed to help bring simplicity to an industry that can be complex. It is our mission to help you achieve your life’s ambition. Let us help you achieve yours!
The team at Prime Capital Financial Fargo, North Dakota works with clients all over the United States to help people achieve their life’s ambitions. Executives, entrepreneurs, and professionals-alike rely on our team. Watch this video to learn more about us, and give us a call. A consultation to discuss your goals and situation is completely without obligation, and we invite you to speak with us!
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Our goal is for you to gain clarity and confidence with your money. Executives, entrepreneurs, and professionals-alike rely on our team to deliver comprehensive planning and investment management services to them and their families. Contact us now to set up a complimentary discussion.
109 Roberts St N
Get to Know the Fargo Team
