Eric N. Otto, AIF®

Eric N. Otto,
AIF®

Financial Advisor

Eric helps 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 helps clients structure their portfolios and then manages them 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 working in wealth management, Eric was a corporate account executive for AT&T, helping to manage telecommunication needs for businesses.

Eric earned a BS 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, his wife, Laura, and their daughters live in Northfield, Illinois.