Broker Check
Eric  Tashlein

Eric Tashlein, CFP®, is the founder of OES Wealth Partners. He is an author, columnist, and industry leader, having served as Past President of the Greater New Haven Financial Planning Association and a past member of the FPA CT Board. "I can confidently tell you that many financial advisors often work with too many investment clients, resulting in reactive service and less time reserved for doing the little things that can pay off over the long term for clients." At OES, our goal is to differentiate ourselves by working with a small number of successful families to ensure the highest standards of financial service. Over his successful career, Eric Tashlein, CFP®, has managed hundreds of millions of client retirement and trust assets. He is fully committed to enhancing the lives of clients and their future generations.

Eric and his family are lifelong Connecticut residents. As a volunteer, Eric has logged thousands of hours on behalf of his professional association, Rotary, youth sports, and church, among others.

Eric's current volunteer focus is on helping first-generation college students change the trajectory of their lives. To accomplish this, Eric is working with several local and national organizations to provide financial guidance, mentoring, and financial resources to first-gen college students trying to build their path toward a successful future.