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


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


This Office

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