A long history, and an even longer future.
Eric Udvari is a Wealth Manager who leads our Boise, Idaho branch.
Eric is a Wealth Manager and 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 he has free time, Eric enjoys fly fishing, skiing, and golf.
For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners.
As a CFP® professional, Eric takes a holistic, personalized approach to bring all the pieces of your financial life together. As part of his CFP® certification, he has made a commitment to act as a fiduciary when providing financial planning advice to you.
Boise, Idaho Wealth Management Services
We employ active portfolio management of various stock, bond, and ETF solutions to help you meet your objectives. And since the impact of investment gains can be increased taxes, we actively consider tax-loss harvesting as part of our process.
A comprehensive evaluation of your current and future financial concerns helps us develop the best approach for meeting goals. We have several CFP® professionals on our team, and we utilize robust, sophisticated software for testing various variables and scenarios.
We are not experts in everything, but we will get you in front of any expert that you need. We have long, trusted relationships with many industry professionals and are happy to facilitate those conversations for you.
We love what we do, and we love to teach others about it. When we produce regular educational content, we aim to increase your financial literacy so that you’re better equipped to know what you can do to reach your goals.
Our processes, from onboarding to account maintenance to reporting, are electronic for increased ease, convenience, and security. We aim to make everything available with the touch of a button.