Broker Check

Alpha Partners

Wealth Management

Eric Zhu, MBA, CFP®

Eric Zhu, MBA, CFP®

Managing Partner

It is my passion and goal to help my clients achieve their financial dreams and goals by providing excellence in all that I do. I do so with a dedication to the highest standard of fiduciary care and an approach marked by warmth, friendliness and a heart for service.

The path to meeting or exceeding your goals is filled with uncertainty. Whether you're saving for retirement, building wealth or funding college for your kids, you may be unsure about the next steps. I will take the time to listen to you and understand your specific needs and desires. With these in mind, I will help you build a plan to help meet or exceed your goals. Working together, I aim to provide custom solutions in today's market that are aligned with your financial goals. Together, he will work with you to bring the dreams and desires for you and your family to fruition.

Since 2012, I have been involved in refining a money management process that utilizes a process that brings clarity to their goals, then produces a road map leading us toward accomplishing their specific objectives, implementing customized solutions to create, manage and protect wealth. Together we monitor our progress, making adjustments along the way.

I am a CERTIFIED FINANCIAL PLANNER™ practitioner, earning my CFP® education from Florida Atlantic University’s College of Business; also earning my MBA in Financial Valuation and Investment Management from Lynn University’s College of Business and Management. My education, designations, and experience have led me to value an academic approach to the wealth management process, served by time and market-tested principals.

Certified Financial Planner™

To use the CFP® credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.

Learn more about CFP® professionals at: https://www.letsmakeaplan.org/