Eric Weiss (CFP®, MA, MBA)
Eric Weiss focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Alternative or Private Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
Satisfaction Guaranty
Investment results
Preservation of capital
Retirement income
Taxes
Retirement plans for business
Business valuation
Additional Information
We are fee-only, independent and objective.
Certified Financial Planner professional
MBA (finance), University of Chicago
MA (economics), Columbia University
BA (international affairs), George Washington University
NAPFA Start Date
June 01, 2006