Eric J Vetack, CPA, CFP®, AIF®, CPFA®

Eric J Vetack, CPA, CFP®, AIF®, CPFA®

Wealth Advisor & Institutional Consultant

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North Carolina Association of Certified Public Accounts  (NCACPA) member

Behind the Desk

Eric J Vetack has three decades of professional experience. As a CPA (Certified Public Accountant), CFP® (Certified Financial Planner™), CPFA® (Certified Plan Fiduciary Advisor™), and AIF® (Accredited Investment Fiduciary™), he possesses a comprehensive understanding of financial matters, including, but not limited to, taxation, investments, retirement planning, and fiduciary responsibilities. Eric J Vetack has three decades of professional experience. As a CPA (Certified Public Accountant), CFP® (Certified Financial Planner™), CPFA® (Certified Plan Fiduciary Advisor™), and AIF® (Accredited Investment Fiduciary™), he possesses a comprehensive understanding of financial matters, including, but not limited to, taxation, investments, retirement planning, and fiduciary responsibilities.

Focus Areas & Specialties

  • Institutional Consulting: Advising institutional clients such as businesses, nonprofits, and foundations on financial disciplines, including investment strategies, risk management, and compliance.
  • Wealth Advisory: Providing personalized financial advice and investment management services to high-net-worth individuals, and families.
  • Succession Planning: Assisting small business owners in developing strategies for transferring ownership and management control to the next generation or a new owner.
  • Transition Planning: Helping businesses navigate transitions such as mergers, acquisitions, or changes in leadership.
  • Private Trust Company Services: Establishing and managing private trusts, to assist clients in managing their assets, providing estate planning, and ensuring wealth preservation for future generations.
  • Executive Financial Services: Offering specialized financial planning and investment management services tailored to the needs of corporate executives, including stock options, stock purchase plans, deferred compensation plans, and executive benefits.
  • Retirement Plans: Designing, implementing, and managing retirement plans for businesses and their employees, such as 401(k) plans, pension plans, or profit-sharing plans.
  • Retirement Income Planning: Helping individuals and families create strategies to generate income during retirement, including optimizing Social Security benefits, managing investment portfolios, and implementing withdrawal strategies.

Eric J Vetack's experience encompasses a broad range of financial services tailored to both individual and institutional clients, delivered with a focused, holistic, and client-centric service model.

Licenses and Certifications

*held with LPL Financial

  • Series 7*
  • Series 24*
  • Series 63*
  • Series 65*
  • Life, Health, & Accident
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Plan Fiduciary Advisor (CPFA)

Out of the Office

When Eric has downtime, you can find him spending time with his wife and/or two adult children. You may also find him training for an open water swim or bike event. He has played competitive soccer and competed in triathlons for years and has no plans of slowing down any time soon. He and his wife enjoy camping and have visited several state and national parks throughout the East Coast; from the mountains to the beaches and points in between. Eric is an avid outdoorsman and loves hiking, biking, and kayaking. He and his family are members of St. Matthews Catholic Church in Charlotte, NC.

In the Community

Eric has been actively involved in the Charlotte community for over 30 years. He believes in service leadership and is dedicated to the growth of others and those institutions that contribute to just, caring, and sustainable communities.

Leadership Positions

  • World Affairs Council of Charlotte, Harold Josephson Award Recipient
  • World Trade Association, Treasurer
  • NCACPA, Co-Development Chair
  • Carolina Raptor Center
  • Elon Alumni Board

Isn't it time to step up to the next level of comprehensive planning for you and your organization? Embrace the future with strategic foresight and proactive initiatives, charting a course toward sustainable success and enduring impact. 

Book a Meeting with Eric