Eric Cima, CFS

Eric has been in the Financial Services industry since 1991. Eric entered the industry as an independent Financial Advisor before transitioning into a partner position at The Tranel Financial Group (sister company to Liberty One). He has been a Liberty One team member since its inception. Eric has a very strong background in system development and implementation within the Financial Advisor arena as he has built and managed back-office client support teams, integrated numerous CRM platforms into existing back-office systems, and has played a role in building out several client reporting functionalities at both the retail and broker-dealer level. The Liberty One team is well versed in the numerous retail friendly systems Eric helped developed. Knowledge of these back-office systems and how they can be leveraged to create efficiencies within an Advisor’s practice is one of the unique value-adds Liberty One brings to the table when working alongside Advisors.
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Eric has been in the Financial Services industry since 1991. Eric entered the industry as an independent Financial Advisor before transitioning into a partner position at The Tranel Financial Group (sister company to Liberty One). He has been a Liberty One team member since its inception. Eric has a very strong background in system development and implementation within the Financial Advisor arena as he has built and managed back-office client support teams, integrated numerous CRM platforms into existing back-office systems, and has played a role in building out several client reporting functionalities at both the retail and broker-dealer level. The Liberty One team is well versed in the numerous retail friendly systems Eric helped developed. Knowledge of these back-office systems and how they can be leveraged to create efficiencies within an Advisor’s practice is one of the unique value-adds Liberty One brings to the table when working alongside Advisors.


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