Eric Cheney

Eric Cheney Email and Phone Number

CERTIFIED FINANCIAL PLANNER (R) @
Eric Cheney's Location
Corvallis, Oregon, United States, United States
Eric Cheney's Contact Details

Eric Cheney work email

Eric Cheney personal email

n/a
About Eric Cheney

After 25 years as a senior level engineer in virtually all aspects of semiconductor manufacuring I decided upon a career change. I enrolled in the University of Portland Pamplin School of Business and completed their Executive Certificate in Financial Planning to obtain a comprehensive understanding of financial planning and to prepare myself to pass the national CERTIFIED FINANCIAL PLANNER exam in Nov 2010.I believe the combination of my demonstrated commitment to meeting the CFP education, examination, and ethical requirements while bringing an engineering mindset to investing and financial planning should serve my client's very well.Securities and Advisory Services ofered through Geneos Wealth Management, INc., Member FINRA/SIPCSpecialties: Retirement Planning, Investment strategies, liquid alternative investments, and exchange traded funds (ETF).

Eric Cheney's Current Company Details
Security First Advisors

Security First Advisors

CERTIFIED FINANCIAL PLANNER (R)
Eric Cheney Work Experience Details
  • Security First Advisors
    Certified Financial Planner (R)
    Security First Advisors May 2011 - Present
    Corvallis, Oregon Area
    I work in a fiduciary capacity with individuals and small business owners as an independent, fee based CFP and investment advisor. Typical individual services include defining, implementing and monitoring investment portfolios based on a client's unique combinartion of risk tolerance, goals, and objectives as well as college funding planning, and retirement income planning while minimizing associated tax liabilities. I work with small business owners to establish retirement plans and provide associated investment advice to the owners and their employees. All securities and advisory services offered through Geneos Wealth Management Inc, member FINRA/SIPC.
  • Maxim Integrated Products
    Sr Process Engineer
    Maxim Integrated Products Jun 2010 - Oct 2010
  • Draper Labs
    Principle Member Technical Staff
    Draper Labs Dec 2008 - Oct 2009
    Principle Engineer for Multi-Chip Module Facility in St. Petersburg Florida
    View
  • Hewlett-Packard
    Sr. Member Technical Staff
    Hewlett-Packard Jun 1985 - Oct 2008
    Process EngineeringReliability EngineeringYield EngineeringProcess Integration Engineering
    View

Eric Cheney Skills

Strategic Financial Planning Investments Wealth Management Financial Advisory Retirement Planning Financial Services Investment Strategies Securities Personal Finance Semiconductors Process Engineering Small Business Etfs

Eric Cheney Education Details

Frequently Asked Questions about Eric Cheney

What company does Eric Cheney work for?

Eric Cheney works for Security First Advisors

What is Eric Cheney's role at the current company?

Eric Cheney's current role is CERTIFIED FINANCIAL PLANNER (R).

What is Eric Cheney's email address?

Eric Cheney's email address is er****@****lis.com

What schools did Eric Cheney attend?

Eric Cheney attended University Of Portland, University Of Utah, Whitman College.

What skills is Eric Cheney known for?

Eric Cheney has skills like Strategic Financial Planning, Investments, Wealth Management, Financial Advisory, Retirement Planning, Financial Services, Investment Strategies, Securities, Personal Finance, Semiconductors, Process Engineering, Small Business.

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