Eric Walters, CFA, CFP®
Managing Partner, Founder
Eric Walters is the Managing Partner and co-Founder of Summit Hill Wealth Management and loves his work. He’s helped affluent clients protect and grow their wealth through financial planning and investment management since 2006. Prior to founding Summit Hill Wealth Management Eric was a Senior Director and Team Leader at BNY Mellon Wealth Management and helped lead their Rocky Mountain region.
Eric Walters and Summit Hill Wealth Management are frequently quoted by some of the most reputable financial news outlets in the country. Read more here.
Eric graduated Magna Cum Laude from Columbia University and has multiple professional designations and affiliations:
NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With nearly 150,000 members and 149 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Eric is a board member at Arma Dei Academy, a Classical Christian School that his children attend.
Eric loves spending time with his family. He grew up in Wisconsin and loves the outdoors. He enjoys cycling, mountain biking, hiking, fishing and camping. His wish list includes climbing Mt. Rainier, fly-fishing in Patagonia, and to camp and hike on each continent.