Financial Advisor
Current
Apr 2022 - Present
AeroLeads people directory · profile
Eric Nelson, Cfp® Email & Phone Number
Financial Advisor at Altfest Personal Wealth Management
at
Altfest Personal Wealth Management
1 work email found
@altfest.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor at Altfest Personal Wealth Management
Location
New York City Metropolitan Area, United States
Company size
Who is Eric Nelson, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Eric Nelson, Cfp® is listed as Financial Advisor at Altfest Personal Wealth Management at Altfest Personal Wealth Management, a with 54 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at altfest.com and a matched LinkedIn profile for Eric Nelson, Cfp®.
Eric Nelson, Cfp® previously worked as Financial Advisor at Altfest Personal Wealth Management and Financial Advisor at Altfest Personal Wealth Management. Eric Nelson, Cfp® holds Mba, Finance from New York University.
Company email context
Email format at Altfest Personal Wealth Management
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*@altfest.com
71% confidence
AeroLeads found 1 current-domain work email signal for Eric Nelson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Eric Nelson, Cfp®
Eric Nelson, Cfp® is a Financial Advisor at Altfest Personal Wealth Management at Altfest Personal Wealth Management.
Current workplace
Eric Nelson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Altfest Personal Wealth Management
6 roles · 42 years
Eric Nelson, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Apr 2022 - Present
Financial Advisor At The Prudential Insurance Company Of America
• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Mar 2018 - Apr 2022
Financial Advisor, Cfp®
Personal Planning Because planning your financial future can be complicated, and your set of circumstances unique, it's important that you have the help of a trained and experienced professional. I will work with you to help you plan for a future in which your goals are achieved and your dreams become reality. Investment Services Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop an investment strategy that will meet your financial objectives. Retirement Solutions My job is to make sure you are financially prepared to enter your retirement years. With the variety of different alternatives available, I am ready to work with you to build a secure financial future for you.
Jan 2000 - Feb 2016
Vp Fixed Income
Donaldson Lufkin Jenrette
Spent 13 years trading repo contracts for the firm. This has given me some insight on the factors that affect both Fed policy and the current interest rate environment.
1985 - 1998
~13 yrs
Trader
Fossett Corp.
Traded options on various indexes on the NYFE.
Jun 1984 - Jul 1985
Team & coworkers
Colleagues at Altfest Personal Wealth Management
Other employees you can reach at altfest.com. View company contacts for 54 employees →
SE
Sarah English
Colleague at Altfest Personal Wealth ManagementSpokane, Washington, United States
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AM
Anthony Mendez
Colleague at Altfest Personal Wealth ManagementNew York City Metropolitan Area, United States
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TG
Tt Ghg
Colleague at Altfest Personal Wealth ManagementEcuador
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JA
Joy Andrade
Colleague at Altfest Personal Wealth ManagementKuwait
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GL
Goerge Ljfldsjf
Colleague at Altfest Personal Wealth ManagementToronto, Ontario, Canada
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RS
Rick Sampson
Colleague at Altfest Personal Wealth ManagementNew York, United States
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TC
Toni Campino
Colleague at Altfest Personal Wealth ManagementGreater Melbourne Area, Australia
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DK
David Kressner, Cfa, Cfp®
Colleague at Altfest Personal Wealth ManagementNew York City Metropolitan Area, United States
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JT
Jia Tang
Colleague at Altfest Personal Wealth ManagementUnited States
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Y(
Yue (Sunny) Yuan, Ph.D.
Colleague at Altfest Personal Wealth ManagementNew York, United States
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Sarah English
Colleague at Altfest Personal Wealth ManagementSpokane, Washington, United States
View →
AM
Anthony Mendez
Colleague at Altfest Personal Wealth ManagementNew York City Metropolitan Area, United States
View →
TG
Tt Ghg
Colleague at Altfest Personal Wealth ManagementEcuador
View →
JA
Joy Andrade
Colleague at Altfest Personal Wealth ManagementKuwait
View →
GL
Goerge Ljfldsjf
Colleague at Altfest Personal Wealth ManagementToronto, Ontario, Canada
View →
RS
Rick Sampson
Colleague at Altfest Personal Wealth ManagementNew York, United States
View →
TC
Toni Campino
Colleague at Altfest Personal Wealth ManagementGreater Melbourne Area, Australia
View →
DK
David Kressner, Cfa, Cfp®
Colleague at Altfest Personal Wealth ManagementNew York City Metropolitan Area, United States
View →
JT
Jia Tang
Colleague at Altfest Personal Wealth ManagementUnited States
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Y(
Yue (Sunny) Yuan, Ph.D.
Colleague at Altfest Personal Wealth ManagementNew York, United States
View →
4 education records
Eric Nelson, Cfp® education
Mba, Finance
Ba, Chemistry
Clu®
American College Of Financial Services
Cfp®
Cfp Board
FAQ
Frequently asked questions about Eric Nelson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Eric Nelson, Cfp® work for?
Eric Nelson, Cfp® works for Altfest Personal Wealth Management.
What is Eric Nelson, Cfp®'s role at Altfest Personal Wealth Management?
Eric Nelson, Cfp® is listed as Financial Advisor at Altfest Personal Wealth Management at Altfest Personal Wealth Management.
What is Eric Nelson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @altfest.com for Eric Nelson, Cfp® at Altfest Personal Wealth Management.
Where is Eric Nelson, Cfp® based?
Eric Nelson, Cfp® is based in New York City Metropolitan Area, United States while working with Altfest Personal Wealth Management.
What companies has Eric Nelson, Cfp® worked for?
Eric Nelson, Cfp® has worked for Altfest Personal Wealth Management, Prudential Financial, Northwestern Mutual Financial, Donaldson Lufkin Jenrette, and Fossett Corp..
Who are Eric Nelson, Cfp®'s colleagues at Altfest Personal Wealth Management?
Eric Nelson, Cfp®'s colleagues at Altfest Personal Wealth Management include Sarah English, Anthony Mendez, Tt Ghg, Joy Andrade, and Goerge Ljfldsjf.
How can I contact Eric Nelson, Cfp®?
You can use AeroLeads to view verified contact signals for Eric Nelson, Cfp® at Altfest Personal Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Eric Nelson, Cfp® attend?
Eric Nelson, Cfp® holds Mba, Finance from New York University.
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