CoverProfile

Eric Udvari

Wealth Manager

Howe & Rusling

United States, Idaho, Boise

About Me

Eric is a Wealth Manager who leads our Boise, Idaho branch. He holds his CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® and Accredited Asset Management Specialist™ certifications. Eric is passionate about helping clients achieve their financial goals and believes that through the planning process, every dollar should have a purpose. He received his Bachelor’s degree in Finance from the University of Arizona. Prior to joining Howe and Rusling, Eric worked for TIAA and Charles Schwab as an advisor. Eric is a Colorado native but currently resides in Boise, Idaho with his wife. Growing up in a place like Colorado, Eric developed a love and appreciation for the outdoors. When

View more

Profile Information

Wealth Manager

Howe & Rusling

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boise

Idaho

United States

Aug 7, 2024

More profiles to browse

Profile Photo
Craig Cairns
President
Profile Photo
Michael J. Carrico
Wealth Manager
Profile Photo
Sarah Swan
Vice President, Wealth Manager at Howe & Rusling
CR
Casey Ryan
Vice President, Senior Wealth Manager

You Might Like

PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PM
Prtima MISHRA1
Software Engineer
PA TEST