- Liriano Wealth Advisory Group, LLC
- Newton, Massachusetts
Eric E. Liriano is the Principal and Founder of Liriano Wealth Advisory Group, LLC. Mr Liriano CFP, IAR has over 30 years of experience in the financial planning industry and is an Investment Advisor and a Certified Financial Planner. Prior to establishing the Liriano Wealth Advisory Group, he was an associate with Robert Fine and Associates and MetLife Financial Services, as well as an Investment Counselor at F.L. Putnam Asset Management Company. He is a graduate of Boston College where he earned his bachelor’s degree in Business and Marketing/Communications.
Mr. Liriano uses a unique macro-economic approach for wealth accumulation and preservation. He caters to both businesses and individual clients alike including wealthy families, CEOs, executives, and owners of closely held corporations. He is a sought after speaker and conducts financial planning seminars for employees of major corporations, health organizations and educational institutions. His areas of expertise include Estate Planning, Insurance, Investment Services, Employee Benefits, Executive Benefits and Retirement plans. Mr. Liriano is a member of the Boston Estate Planning Council, the National Association of Life Underwriters, as well as a qualifying member of the distinguished Million Dollar Round Table. In addition, he serves on the boards of many well-noted non-profit organizations throughout the Metro-Boston area. He also was appointed and served on the City of Boston Post Audit Committee.
In 2021 He published the book, “Don’t Go Broke in a Nursing Home.” Mr. Liriano has appeared as a financial expert with several NBC affiliates. He is securities licensed in most states. He is committed to serving clients and friends by being intentional and purposeful in creating financial safety and success for everyone.
LICENSES & ACCREDITATIONS
- Registered Representative & Investment Advisor of Park Avenue Securities
- Financial Representative of Guardian
AREAS OF EXPERTISE
- Retirement Planning
- Estate Planning
- Asset Management
- Risk Management