Eric McClain (CFP®)

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

  • Business Owners
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties


I grew up in Alabama, mostly in St. Clair County, graduating from Moody High School in 1994. Born with an entrepreneurial spirit, I worked cleaning cars and cutting grass long before I could drive. I was always interested in finance, and remember my Grandfather teasing me for reading stock quotes in the newspaper. Once I was finally old enough to get behind the wheel, my interest in money was stronger than ever – though more in the spending of it at this stage than its successful management! More...




NAPFA Start Date

October 06, 2004


This Office

3755 Corporate Woods Dr Vestavia, AL 35242-2244 Phone: (205) 623-4697 Fax: (815) 550-2021