Eric Estevez

Eric Estevez
  • Experience with both large and small business
  • Passionate & self taught in personal finance


After graduating college, Eric's first day on the job as a financial institution auditor was September 15, 2008. This was a traumatic day for the economy as the stock market crashed and several prominent banks found themselves in a tough situation. Eric continued this for several years before switching his focus to the world of taxation.

From about 2011 to present day, Eric has focused on Federal, State, and Local compliance for both large and small business. Along the way, he has developed his own theories and strategies, relating to personal finance. He currently serves as a financial professional for a large multinational corporation.

Prior to his current role, Eric has worked as a freelance writer and freelance bookkeeper. His work has been published for several websites, including


 Eric has a Bachelor's Degree in Accounting from William Paterson University.

About The Balance and Dotdash

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance will answer your questions with straightforward personal financial advice.

The Balance is part of the Dotdash publishing family. For more than 20 years, Dotdash brands have been helping people find answers, solve problems, and get inspired. We are one of the top-20 largest content publishers on the internet, according to comScore, and reach more than 30% of the U.S. population every month. Most recently, Dotdash was named Publisher of the year by Digiday, a leading industry publication.