Eric Merrigan, CFP® is a Financial Planner and Co-Leader at Merrigan Financial Strategies, where he helps individuals and families design thoughtful, tax-efficient plans to build, preserve, and transfer their wealth.
Eric joined the practice in 2020, partnering with his uncle Dave to rebrand the firm as Merrigan Financial Strategies. The rebrand reflected their shared vision: to deliver a more personal, comprehensive approach that integrates financial planning, tax strategy, and estate coordination under one roof.
As a CERTIFIED FINANCIAL PLANNER® professional, Eric focuses on retirement income strategies, investment management, and multi-generational estate planning. He holds his Series 7, 63, and 66 securities registrations, along with Life, Health, and Accident Insurance licenses, allowing him to provide well-rounded guidance tailored to each client’s needs.
Eric lives in Newton with his wife, Catie, and together they enjoy spending time with family, traveling throughout New England, and finding new restaurants around the city. An avid golfer and fitness enthusiast, Eric spends much of his free time on the course or training for personal goals — though he’s quick to admit that golf usually takes priority.