Eric Zalek joined Members 1st Investment Services & Wealth Management in 2022 and currently serves as an Associate Private Client Wealth Advisor. He works closely with private clients and the Relationship Management team, specializing in building strong relationships with small business owners, nonprofit organizations and individual members. Eric and his team focus on designing and implementing company retirement plans, as well as delivering comprehensive financial planning strategies tailored to each client’s goals.

Eric brings more than a decade of experience in personal finance, with a background spanning personal banking, lending, management and financial planning. He earned a Bachelor of Science in Business Management from The Pennsylvania State University and holds his FINRA Series 7 and 66 licenses through LPL Financial, along with his Pennsylvania Life and Health Insurance license. Eric has successfully completed the CERTIFIED FINANCIAL PLANNER® (CFP®) examination and education requirements and is currently fulfilling the remaining certification process.

Active in the Berks County community, Eric regularly volunteers and participates in local events to support and strengthen local organizations and individuals. Outside of work, he enjoys spending time with his wife and their rescue animals, golfing, staying active, following sports, watching movies and attending live comedy shows.