Eric Cedor, Chfc® Email & Phone Number
Who is Eric Cedor, Chfc®? Overview
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Eric Cedor, Chfc® is listed as Insurance Advisor at Creative Planning LLC at Creative Planning, a with 631 employees, based in Ostrander, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Eric Cedor, Chfc®.
Eric Cedor, Chfc® previously worked as Insurance Advisor at Creative Planning and Client Outreach Specialist at Guardian Life. Eric Cedor, Chfc® holds Bachelor Of Business Administration (Bba) Economics from Fox School Of Business At Temple University.
Email format at Creative Planning
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About Eric Cedor, Chfc®
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.
Eric Cedor, Chfc®'s current company
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Eric Cedor, Chfc® work experience
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Client Outreach Specialist
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Park Avenue Securities (3M) is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K61677, AR Insurance License Number - 17785837. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Senior Associate
• Created and presented comprehensive financial plans using MoneyGuidePro• Provided customer service for investment and insurance book of business• Managed new case proposals and reviews for life insurance and long-term care insurance
Individual Markets Business Consultant
• Produced current and hypothetical illustrations for inforce life insurance policies• Supported the Legal and Compliance departments with information for audits, complaints, or lawsuits• Provided information to agents, clients, and other Guardian teams about inforce policies
Avp, Premier Banker
• Served as a dual role employee for both banking and brokerage• Managed a book of business and prospected for new clients• Provided holistic planning to mass market clientele
Lpp Special Projects Associate
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN1380429-122915
Sales And Marketing Intern
• Called on new and existing accounts to generate sales• Engaged in merchandising activities to promote the brand image in stores• Performed marketing samplings at key accounts and events to grow business
Summer Intern
• Used Cost-analysis to present a case study to the Operations department• Produced Production plans for cut-to-length machines• Created customer-specific usage histories for Purchasing forecasts • Made sales calls and entered customer orders
Sales Associate
• Assisted in sales process of over 100 customers daily, and monitored patrons to assist in loss prevention • Handled up to $3,000 in cash in a given workday• Assisted managers in inventory and other administrative processes • Involved in the coordination with store managers of promotions and special events such as vaccination clinics and adoption fairs.
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Lane Steinberger, Cfa
Colleague at Creative PlanningAlpharetta, Georgia, United States
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Katherine Stamper
Colleague at Creative PlanningCincinnati, Ohio, United States
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Connor Cavanaugh
Colleague at Creative PlanningLeawood, Kansas, United States
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Milo Mcfarland
Colleague at Creative PlanningKansas City, Missouri, United States
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Kevin L. Babb, Aif®
Colleague at Creative PlanningChicago, Illinois, United States
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Erick Hoyer
Colleague at Creative PlanningSacramento, California, United States
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Sarah Bregman
Colleague at Creative PlanningLees Summit, Missouri, United States
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Amanda Hessler
Colleague at Creative PlanningPrairie Village, Kansas, United States
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Colton Cugno
Colleague at Creative PlanningOverland Park, Kansas, United States
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Meg Fitzgerald, Cfp®
Colleague at Creative PlanningOverland Park, Kansas, United States
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Eric Cedor, Chfc® education
Bachelor Of Business Administration (Bba) Economics
Bachelor, Business Administration; Economics
Frequently asked questions about Eric Cedor, Chfc®
Quick answers generated from the profile data available on this page.
What company does Eric Cedor, Chfc® work for?
Eric Cedor, Chfc® works for Creative Planning.
What is Eric Cedor, Chfc®'s role at Creative Planning?
Eric Cedor, Chfc® is listed as Insurance Advisor at Creative Planning LLC at Creative Planning.
Where is Eric Cedor, Chfc® based?
Eric Cedor, Chfc® is based in Ostrander, Ohio, United States while working with Creative Planning.
What companies has Eric Cedor, Chfc® worked for?
Eric Cedor, Chfc® has worked for Creative Planning, Guardian Life, Valley National Financial Advisors, Bank Of The West, and Lincoln Financial Advisors.
Who are Eric Cedor, Chfc®'s colleagues at Creative Planning?
Eric Cedor, Chfc®'s colleagues at Creative Planning include Lane Steinberger, Cfa, Katherine Stamper, Connor Cavanaugh, Milo Mcfarland, and Kevin L. Babb, Aif®.
How can I contact Eric Cedor, Chfc®?
You can use AeroLeads to view verified contact signals for Eric Cedor, Chfc® at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Eric Cedor, Chfc® attend?
Eric Cedor, Chfc® holds Bachelor Of Business Administration (Bba) Economics from Fox School Of Business At Temple University.
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