“You can have everything in life you want if you will just help enough other people get what they want.” - Zig Ziglar
Eric Viavattene is a Managing Partner at Dobbins Wealth Management, PLLC where he specializes in financial planning and asset management. Eric offers a wide range of services through his affiliation with the RIA Firm, SageGuard Investment Advisory Services, LLC, and TD Ameritrade Institutional. Additionally, he provides tax consultation services and partners with several attorneys to offer in house trust establishment, estate planning, business continuation planning and business transfer services.
He has spoken extensively on many wealth management topics, as well as written articles for local newspapers and national magazines. Eric has consistently qualified for the prestigious Million Dollar Round Table as a top producer for his commitment to the insurance industry. Eric is affiliated with most major insurance companies worldwide. His extensive knowledge in the insurance/annuity field has earned him the right of being recognized as a Top 1% advisor in the industry. Most recently, Eric was recognized as one of the "Select Financial Advisors in Arizona" by Money.USNews.Com in 2015, 2016, 2017 and now in 2018.
Over the past 15 years, Eric and his business partner, Brian Dobbins, have worked closely to bring tax and financial planning services together under one roof. Their philosophy is to take a holistic view and approach to helping others achieve their retirement goals. Recognizing that everyone has unique retirement goals, ambitions and desires, Eric’s experience coupled with his securities and insurance licenses enables him to truly do what's best for his clients.
His professional training includes FINRA Series 7 (General Securities) (Inactive) and Series 66 (Uniform Combined State Law) registrations as well as Arizona Life and Health insurance licenses, and most recently has completed his CLTC designation (Certified Long Term Care Consultant). He attended Arizona State University in Tempe, AZ and the Rochester Institute of Technology (RIT) in Rochester, NY with a major in Finance and a minor in Business Management.
Eric and his wife Wendy reside in Cave Creek, AZ. They both stay active in the raising of their three children and volunteering with many local youth sports and church organizations.
*Investment Advisory Services offered through SageGuard Investment Advisory Services, LLC, a State of Arizona Registered Investment Advisor.