Eric Rozzi,
Financial Advisor
As a financial advisor, Eric Rozzi believes his purpose is to help people navigate their financial journey with clarity and confidence. He believes that every financial plan should be thoughtfully hand-crafted for the individual it serves, which is why he takes the time to understand each client's goals, values, and vision for the future.
As a Charleston native, and a University of South Carolina graduate, Eric is thrilled to be planting roots and building his practice in the community that he is lucky to call home. While attending the University of South Carolina, he earned a bachelor's degree in political science with a minor in psychology. Eric holds Series 7 and Series 66 registrations and is a licensed fiduciary.
Outside of time spent in the office, Eric focuses his time on family and friends. He prioritizes building strong, ever-evolving relationships with his friends, family, and clients. He believes these connections provide the foundation for navigating life's hurdles, celebrating its milestones, and creating a lasting sense of trust with those he serves.