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
Eric Udvari
Wealth Manager
Howe & Rusling
United States, Idaho, Boise
About Me
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
Michael J. Carrico
Wealth Manager
CR
Casey Ryan
Vice President, Senior Wealth Manager
Dylan Potter
Vice President, Wealth Manager and Partner
Sarah Swan
Vice President, Wealth Manager at Howe & Rusling
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation