Eric Dostal J.D. Cfp®
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Eric Dostal J.D. Cfp® Email & Phone Number

Managing Director at Wealthspire Advisors
Location: New York, New York, United States 3 work roles 2 schools
1 work email found @wealthspire.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@wealthspire.com
LinkedIn Profile matched
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Current company
Wealthspire Advisors
Role
Managing Director
Location
New York, New York, United States
Company size
418 employees

Who is Eric Dostal J.D. Cfp®? Overview

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Quick answer

Eric Dostal J.D. Cfp® is listed as Managing Director at Wealthspire Advisors, a company with 418 employees, based in New York, New York, United States. AeroLeads shows a work email signal at wealthspire.com and a matched LinkedIn profile for Eric Dostal J.D. Cfp®.

Eric Dostal J.D. Cfp® previously worked as Senior Vice President, Wealth Advisor at Wealthspire Advisors and Financial Advisor at Sontag Advisory. Eric Dostal J.D. Cfp® holds Juris Doctor, Cum Laude, Law from St. John'S University School Of Law.

Company email context

Email format at Wealthspire Advisors

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*@wealthspire.com
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AeroLeads found 1 current-domain work email signal for Eric Dostal J.D. Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Eric Dostal J.D. Cfp®

As a Senior Vice President and Wealth Advisor at Wealthspire Advisors in New York, NY, I bring over a decade of expertise from the financial services realm. It's not just my CERTIFIED FINANCIAL PLANNER™ and Juris Doctor badges that define me. It's the personal connections I make and the lives I've had the privilege to impact.I want to help you feel not just in control, but truly empowered when it comes to your finances. Here's my approach:Real Conversations: I want to get to know your story, your dreams, and even your worries.Clear Strategies: Whether it's planning for retirement, sorting out taxes, or making sure your family's future is secure, I've got your back.Your Journey, Your Rules: We'll tailor your financial strategy to what suits you best, ensuring you're comfortable every step of the way.Life's too short for financial stress, and that's why I'm here. If you've got questions, concerns, or just need someone to mull over a financial decision with, I'm your guy.Skills I'm Proud Of:Crafting Financial PlansSmart Asset ManagementFuture-Proofing with Estate PlanningNavigating Personal TaxesOutside the office, I'm a proud husband and dad to three amazing daughters. We've built our home on Long Island, where weekend family time, culinary adventures and a good story fill our days.

Listed skills include Estate Planning, Financial Advisory, Savings, 401K Rollovers, and 12 others.

Current workplace

Eric Dostal J.D. Cfp®'s current company

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Wealthspire Advisors
Wealthspire Advisors
Managing Director
New York, NY, US
Website
wealthspire.com
Employees
418
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Company profile
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3 roles

Eric Dostal J.D. Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Wealth Advisor

Current
Wealthspire Advisors

Greater New York City Area

For the last four years, I've been proud to be part of the Wealthspire story. Here, I partner with high-net-worth individuals, taking the time to truly grasp their unique financial pictures. My approach? Understand where they are, so we can craft a strategy to get them where they want to be. Financial independence isn't just a dream—it's a journey, and I'm.

Oct 2019 - Present

Financial Advisor

Sontag Advisory

521 Fifth Avenue New York, NY

Before Wealthspire, I was with Sontag Advisory—a journey that spanned almost seven wonderful years. When Sontag became Wealthspire in 2019, I took it as a chance to broaden my horizons and serve an even wider range of clients, bringing my experience and passion to a larger platform.

Jan 2013 - Oct 2019
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 418 employees →

MO Madison O'Reilly Madison O'Reilly Colleague at Wealthspire Advisors Smithtown, New York, United States, United States View → FB Frank Balas Frank Balas Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → RG Rob Gryboski Rob Gryboski Colleague at Wealthspire Advisors United States, United States View → AN Alexandria Nichols Alexandria Nichols Colleague at Wealthspire Advisors Boca Raton, Florida, United States, United States View → CJ Corinne Jacob-Rath Corinne Jacob-Rath Colleague at Wealthspire Advisors Greater Richmond Region, United States View → MP Michael Price, Cfa Michael Price, Cfa Colleague at Wealthspire Advisors New York, New York, United States, United States View → KS Kevin Smith, Cfp® Kevin Smith, Cfp® Colleague at Wealthspire Advisors Washington DC-Baltimore Area, United States View → MN Marilyn Napoli Marilyn Napoli Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → JC Justin Cone, Cfa Justin Cone, Cfa Colleague at Wealthspire Advisors St Petersburg, Florida, United States, United States View → BL Brian Loy, Cfa, Cfp Brian Loy, Cfa, Cfp Colleague at Wealthspire Advisors Reno, Nevada, United States, United States View →
2 education records

Eric Dostal J.D. Cfp® education

Juris Doctor, Cum Laude, Law

St. John'S University School Of Law

Activities and Societies: Alternative Dispute Resolution Society American Bankruptcy Institute Law Review National Arbitration &.

FAQ

Frequently asked questions about Eric Dostal J.D. Cfp®

Quick answers generated from the profile data available on this page.

What company does Eric Dostal J.D. Cfp® work for?

Eric Dostal J.D. Cfp® works for Wealthspire Advisors.

What is Eric Dostal J.D. Cfp®'s role at Wealthspire Advisors?

Eric Dostal J.D. Cfp® is listed as Managing Director at Wealthspire Advisors.

What is Eric Dostal J.D. Cfp®'s email address?

AeroLeads has found 1 work email signal at @wealthspire.com for Eric Dostal J.D. Cfp® at Wealthspire Advisors.

Where is Eric Dostal J.D. Cfp® based?

Eric Dostal J.D. Cfp® is based in New York, New York, United States while working with Wealthspire Advisors.

What companies has Eric Dostal J.D. Cfp® worked for?

Eric Dostal J.D. Cfp® has worked for Wealthspire Advisors and Sontag Advisory.

Who are Eric Dostal J.D. Cfp®'s colleagues at Wealthspire Advisors?

Eric Dostal J.D. Cfp®'s colleagues at Wealthspire Advisors include Madison O'Reilly, Frank Balas, Rob Gryboski, Alexandria Nichols, and Corinne Jacob-Rath.

How can I contact Eric Dostal J.D. Cfp®?

You can use AeroLeads to view verified contact signals for Eric Dostal J.D. Cfp® at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Eric Dostal J.D. Cfp® attend?

Eric Dostal J.D. Cfp® holds Juris Doctor, Cum Laude, Law from St. John'S University School Of Law.

What skills is Eric Dostal J.D. Cfp® known for?

Eric Dostal J.D. Cfp® is listed with skills including Estate Planning, Financial Advisory, Savings, 401K Rollovers, 529 Plans, Investments, Financial Goals, and Certified Financial Planner.

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