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
Sarah Swan
Vice President, Wealth Manager at Howe & Rusling
Profile Photo
Michael J. Carrico
Wealth Manager
Profile Photo
Ryan Tomko
Vice President, Wealth Manager and Relationship Manager

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management