About Eric

Eric Tom has dedicated over 37 years to helping families and business owners achieve financial confidence. He began his career in 1988 as a Financial Services Representative with MetLife and later became part of Blue Ocean Wealth Solutions, a branch of the MetLife Premier Client Group (MPCG). In 2016, when the Premier Client Group was acquired by MassMutual, Blue Ocean joined MassMutual as well. Today, Eric continues to guide clients through all stages of life with clarity and purpose.

Planning Philosophy

Eric believes that effective planning goes beyond numbers. It is about understanding people.  The son of a New York City high school teacher, he learned early on the importance of education and continues to make it a cornerstone of his work. He also draws upon lessons from his time as a Lieutenant in the United States Army, where he developed a deep appreciation for teamwork, discipline, and integrity, values he carries into every client relationship.

His mission is to help clients make informed decisions about their wealth, retirement, and protection strategies so they can live life with greater peace of mind.

Drawing on decades of experience, a deep understanding of financial markets, and advanced planning tools, Eric helps clients:

• Grow and preserve wealth through customized investment and retirement income strategies
• Protect what matters most with comprehensive insurance and estate planning
• Coordinate with clients’ legal and tax advisors for a seamless planning experience

Credentials and Professional Recognition

A lifelong learner, Eric has earned numerous professional designations that reflect his commitment to excellence and ongoing education:

• CFP® – Certified Financial Planner™
• RICP® – Retirement Income Certified Professional®
• ChFC® – Chartered Financial Consultant®
• CLU® – Chartered Life Underwriter®
• CASL® – Chartered Advisor for Senior Living®
• CLTC® – Certification in Long-Term Care®
• LUTCF® – Life Underwriter Training Council Fellow®

A highly credentialed personal finance expert, Eric is extremely active within his industry. He has been a member of Ed Slott’s Master Elite IRA Advisor Group™, a distinction currently held by less than 300 financial advisors nationwide.

(Visit the Designations Page for more details on his certifications and awards.)

Background and Personal Life

Eric was raised and continues to reside in Queens, New York, with his wife, Mary Anne. Outside the office, he enjoys playing tennis and pickleball and cheering for New York’s sports teams.