Eric Fridstein, CFP®

Director | Client Advisor | Seattle, WA

701 5th Avenue, Floor 74, Seattle, WA 98104

Email

efridstein@freestonecapital.com

Phone

206.707.7329

206.707.7300

Fax

206.707.7399

Eric joined Freestone in 2020 after serving as a Financial Services Representative at D.A. Davidson, where he managed and maintained investment accounts for thousands of clients across the country. At Freestone, he spent four years collaborating with a senior partner to address diverse client needs, including financial planning and investment allocation. Now managing his own client base, Eric is passionate about solving complex financial challenges and is dedicated to providing clients with exceptional, thoughtful service—both proactively and reactively.

Education

Eric holds a Bachelor of Arts degree in Economics from Michigan State University and is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside Freestone

Originally from the Los Angeles area, Eric is a passionate sports fan who has attended a home game for every MLB team. He enjoys staying active through outdoor pursuits and can often be found on the tennis or pickleball courts at the Bellevue Club, paddleboarding, or playing golf. Eric also cherishes quality time with friends and family across the country.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.