Eric Kolben

Background

About Eric Kolben

For almost two decades Eric has worked alongside individuals, families, and their trusted advisors to help solve for their most complex financial planning and wealth management needs. As a Certified Financial Planner™ (CFP®), Eric strives to truly understand his clients as individuals and to help them realize their financial aspirations. As a Certified Exit Planning Advisor (CEPA), Eric collaborates with business owners to navigate their business transition journey with a focus on developing effective liquidity strategies. Eric’s experience in the financial industry began shortly after college as a commercial loan officer where he was responsible for analyzing small business balance sheets and the personal finances of business owners. Subsequently, Eric left banking and worked with several small business startups and further honed his financial acumen. This valuable experience is what led Eric to Morgan Stanley and is the foundation of his financial guidance with clients. Dedicated to his local community, Eric currently sits on the Board of the Gulf of Maine Research Institute. He is a past President of Winterkids as well as the Southern Maine Jewish Community Alliance where he helped the organization realize a new headquarters. A graduate of Hartwick College, Eric ultimately settled in Maine and resides in Cumberland Foreside with his wife, two sons, and their dog, Maverick. In his free time, Eric enjoys skiing at Sugarloaf, mountain biking, surfing, playing golf, fishing, and boating with friends and family as well as traveling to watch his youngest son play college baseball.**Registered States**AZ,CA,CT,FL,HI,LA,MA,MD,ME,MI,MS,NH,NJ,NV,NY,OH,PA,RI,TN,WA