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Liriano Wealth Advisory Group

Founder

Eric Liriano, CFP®

Founder and principal of Liriano Wealth Advisory Group. Certified Financial Planner professional. Boston College, class of 1988.

Eric Liriano, CFP®, founder of Liriano Wealth Advisory Group

Background

Eric E. Liriano, CFP®, is the Founder and Principal of Liriano Wealth Advisory Group, LLC, an independent Registered Investment Adviser (RIA) dedicated to helping individuals, families, executives, and business owners make confident and informed financial decisions.

With more than 25 years of experience in financial planning and wealth management, Eric brings a broad perspective to the complexities that often accompany financial success. His approach extends well beyond investment management, integrating retirement planning, tax-aware strategies, estate planning, risk management, insurance, and wealth preservation into a coordinated financial strategy tailored to each client.

Eric works closely with affluent families, corporate executives, professionals, entrepreneurs, and owners of closely held businesses. He believes that effective wealth management begins with understanding the complete financial picture: where a client is today, what matters most to them, and where they want to go. From there, he helps clients develop practical strategies designed to build, preserve, and ultimately transfer wealth.

Before founding Liriano Wealth Advisory Group, Eric held advisory and investment positions with Robert Fine and Associates, MetLife Financial Services, and F.L. Putnam Asset Management Company. He earned his bachelor's degree in Business Marketing and Communications from Boston College and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Throughout his career, Eric has been a frequent speaker on financial planning and wealth management topics, conducting educational programs for employees of major corporations, healthcare organizations, and educational institutions. His areas of experience include investment management, retirement planning, estate planning, insurance strategies, employee and executive benefits, and business-owner planning.

At the heart of Eric's work is a simple philosophy: financial planning should not consist of isolated products or decisions. It should be a thoughtful, coordinated process that brings investments, taxes, retirement, estate planning, risk management, and family priorities together into one clear strategy.

Through Liriano Wealth Advisory Group, Eric provides clients with the independence, personal attention, and long-term perspective needed to navigate both opportunities and uncertainty with confidence.

Credentials

  1. 2025

    Principal and Chief Compliance Officer, Liriano Wealth Advisory Group, LLC, registered investment adviser, Massachusetts

  2. 2013

    Founder, Liriano Wealth Advisory Group, LLC

  3. 2002 to 2025

    Representative, Guardian Life Insurance Company, and registered representative, Park Avenue Securities

  4. 1988

    Bachelor of Arts in Communications and Marketing, Boston College

  5. CERTIFIED FINANCIAL PLANNER professional (CFP®), certified by the Certified Financial Planner Board of Standards, Inc.

The CFP® certification is voluntary and is granted by CFP Board to individuals who meet its education, examination, experience, and ethics requirements. Learn more at cfp.net (opens in a new tab).

Memberships and service

Eric has been a member of the Boston Estate Planning Council and has qualified for the Million Dollar Round Table (MDRT). His commitment to the community has also included service with nonprofit organizations throughout Greater Boston, as well as an appointment to the City of Boston Post Audit Committee.

Talk with Eric

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