Eric N. Otto

Eric helps his clients keep their expectations in check and works with associated professionals to develop sensible strategies for correlating the accumulation, retirement and estate planning phases of the investment cycle. He assists clients structure and manage their portfolios based on reasonable goals, with an emphasis on tax and risk management, using either a discretionary or collaborative approach.

Before joining  Chicago Oakbrook Financial Group in 2011, Eric was a founding member of  Otto & Associates as well as Otto & Dunne Financial Group.  Previously he was a financial advisor for UBS Financial Services and its predecessors.  Prior to beginning work in wealth management Eric was a corporate account executive for AT&T helping mange the telecommunications needs for businesses.

Eric earned a bachelor's degree in Economics from Colorado State University.  He holds the FINRA Series 7 and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, as well as an Illinois Life and Health Insurance license.

Eric and his wife Laura live in Northfield, Illinois. They have twin daughters, Emily and Heidi. Eric likes to hunt, trap and skeet shoot, play golf and ski


Important Information About Your Advisor.
HOME | ABOUT US | OUR SERVICES | OUR PROCESS | ACCOUNT ACCESS | CALCULATORS | MARKET NEWS | TAX RESOURCE CENTER | PRIVACY & SECURITY | CONTACT US
This communication is strictly intended for individuals residing in the states of
AR,AZ,CA,CO,CT,DC,FL,GA,IA,IL,IN,KS,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,NJ,NM,NV,NY,OH,OK,OR,PA,SC,TX,VA,WA,WI,WV,WY.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
Privacy Policy
© Copyright 2007 - 2012