J. Eric Barber began his financial career in 2003 and he has since expanded his practice to serve individuals, families and small business owners, with strength and experience in working with educators. As a Certified Financial Plannerprofessional, His goal is to educate and empower clients so that they are able to make informed decisions regarding their finances. Eric implements individual financial strategies and monitors progress so that clients can meet both their short and long-term goals.

Eric's services are designed to help clients:

  • Discover how to get more from their investments

  • Reduce their exposure to risk

  • Determine how much money they will need to live comfortably in retirement

  • Plan successfully for college education expenses

  • Reduce estate taxes and preserve more of their assets for their heirs

  • Evaluate how much life insurance is necessary to protect their family.

Eric's experience in the customer service industry laid the foundation for his financial planning philosophies – treating clients as he would want to be treated. Eric responds to each client's unique situation and personal needs and looks to form multiple solutions for every goal to be reached.

Eric comes from a background of educators. His grandfather taught history at Princeton University. At the age of 70, his grandmother started and ran a Montessori school for a decade. Both of his parents were teachers and his sister teaches in the Yakima, WA area. Eric currently serves on the Board of The West Linn/Wilsonville School Foundation and stays involved in several local school districts and the city of Tualatin.

Eric was born and raised in Spokane, WA and moved to Portland in 1999. He attended Eastern Washington University, majoring in Business Administration. Eric married his wife, Wendi in 1998. They have two children, named Ethan and Julia. Eric also has two pugs, named Izzy and Daizy.

In his spare time Eric enjoys spending time with his family, hiking, camping, fishing, and supporting his favorite team, the Seattle Seahawks.

AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. 

CFP®and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.