Eric Mancini (CAIA, CFA®, CFP®)

Eric Mancini focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Eric D. Mancini is a Certified Financial Planner (CFP®), a Chartered Financial Analyst (CFA®), a Chartered Alternative Investment Analyst (CAIA®), and the director of investment research at Traphagen Financial Group. Eric graduated Penn State University with a BS in Economics with a focus in Finance. He specializes in portfolio management, investment analysis, and personal financial planning. He also works with clients on insurance planning, tax planning, and personal income tax preparation. In addition to the above mentioned designations Eric has also obtained the NASD (National Association of Securities Dealers) series 65 license, and the NJ Life and Health Insurance license.

Prior to joining TFG, Eric worked as a wealth manager specializing in comprehensive financial planning and portfolio management for high net worth individuals at Brinton Eaton Wealth Advisors. Previously, Eric was a financial advisor and investment analyst at BLS Advisors, LLC, where he worked on elder care estate planning, retirement planning, annuity analysis, and retiree portfolio management.

Eric is a staff writer for Benzinga.com, where he regularly writes articles on portfolio management, economic analysis, ETFs (Exchange Traded Funds), and equities. His work has appeared on other financial websites such as Yahoo! Finance, Fox Business News, dailymarkets.com, and was featured by Macro Markets, an ETF sponsor. Recently his article on portfolio hedging appeared on Marketwatch.com and in the San Francisco Chronicle.  Eric has been interviewed by US News and World report, the Bergen Record, Money Magazine, and the Wall Street Journal. In May of 2017 he was a featured guest on the 'Your Money' radio show which airs on SiriusXM. Along with host Kent Smetters he discussed alternative investments and answered questions from callers nationwide.

NAPFA Start Date

May 27, 2014

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This Office

234 Kinderkamack Rd Oradell, NJ 07649-2149 Phone: (201) 262-1040 Fax: (201) 265-4533