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Eric Chen 050 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
J. Brent Beene
CFP®, MS
Partner and Wealth Advisor
Charlotte Caporrino
Charlotte Caporrino
FPQP™
Client Relationship Specialist
Jerry Korey
Jerry Korey
CFP®
Wealth Advisor
Philip Metz
Philip Metz
Client Relationship Specialist

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As an analyst, Eric is responsible for analyzing the client’s financial picture, preparing recommendations, and supporting Wealth Advisors in our development of strategies to help clients reach their goals.

Eric graduated from the University of Illinois at Urbana-Champaign with a degree in Agricultural & Consumer Economics. Prior to joining RegentAtlantic, Eric worked at a Registered Investment Advisor in Kansas City. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019. After residing in the Midwest for the past number of years, Eric finally returned to his east coast roots in Edison, NJ.

In his free time, Eric enjoys watching and playing basketball. He is an avid jazz listener after having played the trumpet for a number of years. Eric also enjoys volunteering, film, practicing his Mandarin, and hip-hop.

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