Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money

Timeless Lessons From A Money Manager That Helps Tech Employees
Invest Their Money


Guest name: Eric Franklin


Title: Managing Principal, Co-Founder


Website: www.prosperowealth.com


AUM: $60M





Bio:


Eric is the Managing Principal and Owner of Prospero Wealth, a
financial planning and wealth management firm dedicated to
inspiring tech professionals to live larger and more impactful
lives. Prospero Wealth is the only advisory practice to focus on
this large and affluent population by providing a highly curated
set of data-driven products and services, and by training multi-
decade tech veterans to act as lead advisors.





Despite relatively high pay and benefits, a 2020 Gartner survey
found that two out of three tech workers were open to or already
seeking jobs in other industries. Tech professionals are highly
educated and skeptical of financial salespeople. Prospero Wealth
has found them to be more comfortable working with advisors that
have a similar career background and who have already made
similar career switches they are looking to make for themselves
(“second-act” careers with larger personal satisfaction and
control).





Prior to starting Prospero Wealth, Eric worked 23 years in
technology, most notably at Amazon for over 18 years (over three
separate terms starting in 1998) where he was an early product
owner for Customer Reviews and Wish Lists, managed teams of
product managers delivering category expansion for Amazon, and
designed a large-scale technology platform for Customer Service
triggering automated actions in response to large scale anomaly
detection. In between those three stints at Amazon, Eric also
worked in a number of startups as the head of product.


Eric holds a B.A. degree in literature from the University of
California, Santa Cruz, and lives in Seattle with his wife and
two children. He loves taking the family skiing (even though he
is a lifelong snowboarder), spinning vinyl in his home office,
and is an avid reader.