Eric Dubose Email & Phone Number

I help individuals and families at Vantage West Wealth Management reach their financial goals by providing sound financial advice based on 10 years of experience in the industry. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.As a wealth manager, I want to share my passion for investment planning and improve the lives of my clients. Early on in my life I learned about the time-value of money and the power of compounding interest, and I was struck by what a difference a seemingly simple financial decision could have on a long-term portfolio. I started investing and planning as soon as I turned 18 and it still remains a passion of mine. I graduated from the University of Arizona and I currently hold FINRA securities registrations, as well as the AZ Health and Life producer licensing.In my spare time, I enjoy investing in my family — there’s no better investment than that! My beautiful wife and I are celebrating 10 years of marriage, and I am a proud father to my 8 year old son, 6 year old daughter and 4 year old son. I also enjoy coin collecting, traveling, and volunteering at my local church.Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose Value.Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.

Listed skills include Customer Service, Microsoft Excel, Banking, Microsoft Office, and 15 others.

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  University Of Arizona

  Spanish Translation And Interpretation