Eric Caplinger
Associate Wealth Advisor
GET TO KNOW ERIC
Eric Caplinger is a seasoned Associate Wealth Advisor with over 37 years of experience in the investment industry, including 12 years as a trusted advisor. Based in Englewood, Florida, Eric serves individuals, families, and business owners across Sarasota and Manatee Counties, providing professional guidance on retirement planning, tax-efficient investing, asset protection, and legacy planning.
A graduate of Florida State University with a degree in Economics, Eric's career has spanned diverse sales and leadership roles, allowing him to develop a deep understanding of the financial landscape. His primary focus is to empower clients by educating them and helping them make informed, strategic decisions to achieve their financial goals. Eric is particularly knowledgeable in the Florida Retirement System (FRS), DROP, and Profit-Sharing Plans, and he takes a comprehensive approach to retirement accumulation, income planning, and tax optimization.
In 2023, Eric and his wife, Kimi, along with their English Bulldog, Ellie, relocated from Northern Virginia to embrace the warmth and lifestyle of Florida. They enjoy the natural beauty of the area, spending time on the beaches, boating, and fishing in the pristine waters of Southwest Florida. Eric is also passionate about music, cooking, and adventure, having famously summited Mt. Kilimanjaro.
Eric's commitment to helping others extends beyond his professional life—his daughter, Katie, has followed in his footsteps as a financial planner, and his son, Adam, resides in Colorado. Whether in the kitchen experimenting with new recipes, playing the piano, or guiding clients on their financial journeys, Eric's dedication to service, education, and meaningful relationships sets him apart as a trusted advisor.
LICENSING AND CERTIFICATIONS
- FINRA-registered Series 7 and 66
- Licenses in life, health, and variable annuities