Eric C. Moleski, CFP,® AIF®
Eric Moleski is founder and President of GEN Financial Management, Inc., a fee-only, registered investment advisory firm. For more than 25 years he has provided comprehensive investment management services and financial planning strategies to small-business owners, retirees, business professionals and others. Eric, a Certified Financial Planner®, has also earned the Accredited Investment Fiduciary® professional designation from Fiduciary360, achieving this accreditation through formal training in investment fiduciary responsibility.
As the head of GEN Financial, his primary responsibility is working closely with clients to address their financial concerns and help them achieve their financial goals, as well as regularly reviewing investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners and other financial professionals to ensure that all of his clients’ financial needs are met.
Eric has been instrumental in improving the lives of children and youth throughout Minnesota by creating GEN Children’s Charity, planning and hosting a golf tournament biennially. All profits from the golf events are donated to various children- centric charities and to date have benefitted, amongst others, Best Prep, Page Education Foundation, College Possible, Bolder Options, Make a Wish.
Eric lives in Plymouth with his wife Hilary and their Labrador Retrievers. He enjoys spending time on the golf course, hunting and biking.