Eric B. Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®

Eric B. Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®

Managing Director

Eric believes Star Trek’s Captain Jean-Luc Picard said it best when he said, “Things are only impossible until they’re not.”1 Eric and his team strive to turn clients’ goals into possibilities, and possibilities into reality. Eric leads Waggoner Financial in delivering trusted, holistic financial planning to individuals and businesses.

Eric is a Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®), and Accredited Estate Planner® (AEP®). He holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7, 63, and 26 registrations. He graduated from Michigan State University with a Bachelor of Science in Mathematics and a Bachelor of Science in Astrophysics, as well as a Master of Science in Mathematics. He is currently pursuing a Master of Science in Global Finance from HKUST-NYU Stern Business School.

When he is not working, Eric stays busy with his four-year-old daughter and teaching undergraduate students in the Department of Finance at Michigan State University.


1”When the Bough Breaks.” Star Trek: The Next Generation. Paramount Television. 13 Feb. 1988.