John Eing (CFP®, CPA, MBA)
John Eing focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Quantum Financial Advisors is an independent fee-only wealth management firm providing fiduciary financial planning and investment management services. We have expertise working with successful business owners, executives, multi-generational families, and people going through life transitions such as retirees and widows who are seeking a trusted advisor. Our typical client has $3M in assets under management, and values our ongoing planning focused relationship. Clients We Serve: High Net Worth Client Needs Investment Advice with Ongoing Management Tax Planning Estate & Generational Planning Issues Retirement Plan Investment Advice Women's Financial Planning IssuesNAPFA Start Date
November 17, 2017
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.