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

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

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This Office

6910 North Kendall Drive Suite 201 Pinecrest, FL 33156 Phone: 305 233-6222 Fax: 305 233-6010