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Eric N
CFP®, ChFC®, Series 63, Series 65
Leesburg, VA
EAN Equity Financial Services LLC
Eric Norberg is the principal of EAN Equity Financial Services LLC, an independent firm based in Leesburg, VA. He holds the CFP® and ChFC® designations and has 11 years of industry experience. Prior to his current role, he worked at PKS Investment Advisors LLC for one year. In addition to his advisory work, Norberg provides CPA tax preparation and small life insurance sales through his firm. EAN Equity Financial Services offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of strategic and tactical asset allocation using both active and passive investment vehicles and fundamental security analysis, and maintains a tax-preparation practice alongside its advisory services.
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