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

3928 Cypress Drive Suite 150 Vestavia, AL 35243 Phone: (205) 623-4697 Fax: (815) 550-2021