• Colleges

    University of Georgia, Georgia State University

  • Certifications

    Certified Financial Planner (CFP®)

  • Neighborhood

    Decatur

  • Office Location

    Peachtree

Eric Toole, CFP®

Principal

Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council.

Eric received his Bachelor’s of Business degree in Finance from the University of Georgia, and a MBA in Personal Financial Planning from Georgia State University. He and his wife, Claire, live in Decatur, Georgia with their three children.