Eric Udvari, CFP®, AAMS®

Portfolio Manager

Eric is a Portfolio Manager and holds his CERTIFIED FINANCIAL PLANNER™ 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.

Karen Spinello

"Would I rather travel forward in time or backwards in time? I would rather travel back in time to when the west was a little more wild. Why? Untamed wilderness, free-flowing rivers and enough space to let your mind wander. "

Eric Udvari, CFP®, AAMS®, Portfolio Manager

We’d love to hear
from you.

[email protected]

(585) 325 4140

120 East Avenue, Rochester, New York 14604