Eric Rosenbloom, BFA™, ChFC®, CLTC

Vice President, Wealth Services
Photo of Eric Rosenbloom

Eric Rosenbloom brings extensive financial and business knowledge and experience as a Vice President of Wealth Services. He counsels individuals and families on comprehensive financial planning to help navigate the complexities of retirement. In addition, he advises business owners on succession and executive compensation strategies.

Eric has served a diverse group of clients for over thirty years. He started his career as a Certified Public Accountant (CPA) in a large public accounting firm after graduating with honors from the University of Illinois. He then entered the private sector as a Controller. Eric was consistently recognized for his superior skills in troubleshooting and creative problem resolution and was promoted to Vice President of Finance early in his career. Subsequently, he was hired as the Chief Financial Officer for a telecommunications distributor. After several years with the distribution group, he accepted the position of CFO and Treasurer at a large retail cellular company.

In 2002, Eric brought his unique experiences to the firm. Throughout his career Eric has consulted business owners and individuals on a variety of financial issues, such as business protection, family security, estate planning, tax-efficient strategies, retirement plans and comprehensive financial planning.

Eric enjoys volunteering. He has served on several school district committees, works regularly with the Les Turner ALS Foundation, and values coaching youth baseball, basketball and soccer.

Education: Bachelor of Science in Accountancy from the University of Illinois

Certifications: Behavioral Financial Advice (BFA™), Chartered Financial Consultant (ChFC®) and the Certification for Long Term Care (CLTC)

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

CA license # 0D94047

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.