Eric Jimenez, MBA

Financial Planner
Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054

Eric Jimenez completed an internship program working under Kevin Rex, a Senior Wealth Advisor at Summit Financial, and subsequently joined Summit as a Financial Planner within the Integrated Planning Group. Eric works alongside other group members in creating comprehensive financial plans by generating cash flows, insurance analyses, and various other reports using Microsoft Excel and financial planning software such as eMoney. In 2019, he graduated from William Paterson University with a BS in Finance. Eric also completed his MBA with a concentration in finance in 2021 at William Paterson University and plans on pursuing his CFP certification next. He was born and raised primarily in New Jersey but has lived in other states such as Florida and North Carolina.