Eric Shupe
Investment Adviser Representative, Registered Representative
Eric brings a 24-year securities industry career to Affluent Capital Management. He holds the 6, 7, 63, and 65 FINRA registrations. He also holds the Certified Retirement Counselor® designation, and he is an Investment Adviser Representative. All CRC® Certificants must complete an annual renewal of their certification, which requires signing a Certificate Holder’s Statement that indicates adherence to the CRC® Code of Ethics. Importantly and as it pertains to today’s new fiduciary environment, the CRC® Code of Ethics includes “Acting in the best interest of the client or retirement plan participant” as one of its principles. A CRC® Certificant also agrees to follow within his or her professional activities both traditional ethical principles and the letter and spirit of the state and federal laws that regulate retirement advice, records, and transactions.
Read the code of Ethics.
Eric has lived in the Cincinnati area for 24 years. He also has a teenage daughter named Donna. Eric enjoyed coaching Donna’s volleyball teams in middle school.
In his spare time, he enjoys cycling and any activity outdoors. He has cycled across Iowa 5 times.
Now you can text me at (513) 436-3456
Contact Eric today to start planning for your family's dreams, dollars, and deadlines.