Eric O’Neill is a financial advisor at Diamond State Financial Group. He works with pre-retirees and retirees looking to invest assets in a strategy that fits their tailored needs. Eric works alongside his clients CPA’s and Attorneys, assuring all parts of the strategy work together. Eric understands the importance of having a relationship with his clients and valuing their needs financially while building strong trust.
Eric graduated from the University of Delaware’s Alfred Lerner College of Business with a Bachelor of Science in Financial Planning and Wealth Management. Eric holds his SIE, Series 7 and 66 registrations, and Delaware Life and Health Insurance licenses. Eric is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Eric volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. He is committed to our community through fundraisers, outreach and support to make a lasting difference.
Eric was born and raised in Delaware, where he still resides. You will usually find him playing golf, hanging out with friends, and watching sports during his time off. He loves Philly sports and is a huge Phillies fan. Eric enjoys visiting small bars and pubs and making memories with friends.