About
Why I Started Eagle Grove Advisors
I believe that individuals shouldn’t need a seven-figure portfolio to have access to a fee-only Certified Financial Planner™. My firm helps guide you through both the exciting and the difficult times while reducing stress. You in turn can then focus on what you enjoy most in your life as you work your way to seven-figure portfolio status.
Traditional firms focus on assets under management and fees are based on a percentage of money invested with the firm. I created Eagle Grove so that you can work with me before you accumulate that portfolio, to help you make the choices that get you there sooner, with less stress, and more focus on what you want to accomplish in life.
Our team
Eric L Gabor, CFP®, EA
Eric Gabor is a Fee-Only Financial Planner serving clients in New York City, Jersey City, Hoboken, and nationwide.
Eric enjoys traveling, skiing, and rooting for the Nittany Lions.
Deziree Lee
As the Client Services Associate, Deziree is dedicated to supporting the Eagle Grove team while ensuring a seamless client experience.
Eric L Gabor, CFP®, EA
Eric Gabor is a Fee-Only Financial Planner serving clients in New York City, Jersey City, Hoboken, and nationwide.
Eric enjoys traveling, skiing, and rooting for the Nittany Lions.
Emily Scism
As the Client Services Associate, Emily is dedicated to supporting the Eagle Grove team while ensuring a seamless client experience.
Help our client align their money with what's important to them to allow them to live their best lives
Our detailed discovery process helps our clients gain clarity around their money life.
My Professional Story
I graduated from Penn State with a finance degree during the worst economic landscape since the Great Depression (what a time to look for a job!). However, that did not stop me from pursuing a career path where I could use my analytical and interpersonal skills to help others achieve their goals. My persistence paid off as I landed my first gig as an analyst at Goldman Sachs’ Ayco Company, a firm specializing in financial planning for Fortune 500 executives. This role opened my eyes to what financial planning was and how a well thought out plan can leave a lasting impact in clients’ lives.
My next stop was at Convergent Wealth Advisors where I helped manage all aspects of the client relationships. During my time there, I enrolled in NYU’s financial planning program to pursue the CFP® designation. The seven-course program provided me with in-depth knowledge of financial planning, insurance planning and risk management, investment planning, income tax planning, retirement planning, and estate planning.
My most recent role was as a senior advisor at AJ Wealth. I joined AJ Wealth during the company’s early stages and was actively involved in crafting the firm’s investment philosophy, employee training, compliance, and marketing efforts. During spring 2013, I sat and passed the CFP® examination.
In 2016, I was awarded the Enrolled Agent certification by the Internal Revenue Service (IRS). An Enrolled Agent is a tax professional who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax return policies. Enrolled Agent status is the highest credential the IRS awards.
All of this experience, along with my desire to serve my peer group, has culminated in the launch of Eagle Grove. I created an independent firm from scratch in order to reduce as many conflicts of interest as possible so I can align myself with you and together we will work on achieving your life’s dreams.
