Eric Alleckson
Managing Director, Wealth Management
A wealth advisor with more than 20 years of experience, Eric helps clients plan for what matters most.
A location leader for our Rochester, Minnesota, and Sioux Falls, South Dakota, offices, Eric believes in the fiduciary role Choreo wealth advisors serve, always putting the client’s best interests at the core of every coordinated decision.
Eric collaborates with clients to craft a holistic picture of their finances and ambitions to determine a highly individualized plan tailored to their needs. His specialties include growing and protecting wealth, tax issues, retirement planning, Social Security choices, insurance needs, college planning, and family and charitable gifting.
Outside of work, Eric enjoys spending time outdoors with family and friends, attending a sporting event or concert, volunteering, and sharing a good meal.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Financial Planning Association, national and state levels
- Rochester Area Foundation, finance/investment committee, advisory member
EDUCATION
- Bachelor of Business Administration, economics (cum laude), Concordia College
- The American College, CFP® certification curriculum
