Broker Check
Eric  Saenz

Eric Saenz

Financial Advisor

Eric graduated from Monmouth University in 2012 with a degree in Marketing. Eric joined Equitable in 2012 as a financial advisor. Eric’s areas of focus include helping individuals with asset allocation strategies, tax aware investments, and overall financial planning. Due to his strong leadership skills, in 2018 Eric was promoted to Divisional Vice President where his passion for training and developing advisors was realized. In 2021, Eric was accepted into the Emerging Leaders Group, which recognized his success as a trailblazer in growing and developing advisors across his peers on a national scale.

However, Eric’s passion has always most aligned with helping his clients reach their financial freedom. In 2022, Eric was recruited by a leading team in the financial services industry and is now a part of the highly specialized Ascendency Financial Group. This collaboration enables Eric and his clients to leverage the best financial planning minds in the industry with a focus on holistic financial planning. Eric deeply values the relationships he builds with his clients and believes a well-rounded financial plan will help achieve their goals.

Eric's accolades include being inducted into the Elite Advisor Group, which is a group of the top advisors within his current organization, and is also a recipient of 2024 Five-Star Wealth Management Award as well as being a recipient of the Fortune Wealth Under 40 Award.

Eric supports the ALS association as well as other charitable organizations. He is a passionate sports fan and volunteers his time coaching youth basketball programs that impacted his life as a child too. Currently, Eric resides at the Jersey Shore with his wife, Alyssa, and three children, Penelope, Milo, and Donato.

California Insurance License #: 0L54711

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates. AGE 164038 (03/22) (Exp. 03/24)