About

Retirement Income Specialist

Eric Lardner has over 30 years of experience working in finance, providing market analysis, and implementing financial strategies. Eric began his career in New York City at what is now JP Morgan Chase Bank on the Sovereign Debt trading desk managing their Brazil portfolio. While there, he earned his certification in technical analysis from the New York Institute of Finance.

After his years in NYC, Eric returned to Dallas to focus on real estate investments and development pioneering projects in Uptown Dallas. He also continued his work in the financial markets, providing research and market analysis for private clients. In 2012, Eric began working directly with individuals, providing advanced planning as a fiduciary with Eagle Strategies, the investment advisory division at New York Life. In 2020, he founded Abundant Wealth Management (AWM) as a full-service fiduciary advisory firm focused on the critical transition from accumulation to distribution for clients approaching or in retirement. From the start, the goal of AWM was to help clients create strategies designed to generate superior income yields while protecting and preserving capital and providing opportunities for strategic portfolio growth. Eric specializes in several aspects of comprehensive financial planning, including investments, insurance, asset preservation, estate planning, and tax-efficient wealth accumulation and transfer.

Eric is a Series 65-licensed fiduciary and Investment Advisor Representative with Sound Income Strategies LLC, an SEC Registered Investment Advisory Firm located in Fort Lauderdale, FL. Eric has been an exclusive franchise owner in Dallas, TX for Retirement Income Source® since 2020. He graduated from St. Mark’s in Dallas, TX, and has a B.A. from Tulane University and a Master of International Management, with a specialization in Finance, from the Thunderbird School of Global Management in Phoenix, AZ.