Eric Green, CFP®, AIF®, CKA

Eric Green has over 25 years of financial management experience. He joined the Quantum Financial Planning team in 2025 and works with business owners, individuals and their families, helping them address retirement and estate planning needs. He also works with corporate boards & trustees helping them pursue their fiduciary obligations.

Eric is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®. He graduated with his BA in Business/Accounting from Washington State University.

Eric is an active member of his community; he is a member of the Spokane Estate Planning Council, the Financial Planning Association, and the Inland NW Council on Planned Giving. He also serves on the board of Union Gospel Mission.

In his spare time, Eric enjoys golf, boating and traveling with his wife Janet.