Eric F.  Gross, Cfp®, Cltc®

Eric F. Gross, Cfp®, Cltc® Email and Phone Number

Financial Planner 💼 | Wealth Advisor 💸 | Team Leader 👥 | Proud Father 🧑‍🧑‍🧒 | Amateur Golfer 🏌️‍♂️| Bay Area Sports Fanatic 🏈 | Ask Me About a Career in Financial Planning 👩‍💼👨🏼‍💼 @ Grodin Financial & Insurance Services
Eric F. Gross, Cfp®, Cltc®'s Location
San Francisco Bay Area, United States, United States
Eric F. Gross, Cfp®, Cltc®'s Contact Details

Eric F. Gross, Cfp®, Cltc® work email

Eric F. Gross, Cfp®, Cltc® personal email

About Eric F. Gross, Cfp®, Cltc®

We are a holistic financial planning firm that believes in the creation of a comprehensive financial roadmap for our clients. We believe in building a strong foundation through maximum protection strategies, cash value insurance, and fee-based wealth management solutions. Our efforts are focused towards creating and furthering an environment where financial professionals can fully dedicate their attention to their clients. We build balanced financial planning practices where planners own and run their own businesses at an elite level of service for an optimal client experience. We provide support and resources through practice development, professional coaching, continuing education, advanced technology utilization, and financial planning business model integration for planners to not only envision, but to execute – a multi-disciplinary practice.We invest in the highest caliber financial professionals who believe that integrity, honesty, and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice. If you’re struggling with resources, support, culture, and/or ownership of your practice, or don’t have a clear path to create the practice you envision, we would love to have a conversation.Web site: www.ericfgross.comPhone: 925-979-2300Email: ericgross@financialguide.comEric Gross is a registered representative of and offers securities and investment advisory services and financial planning through MML Investors Services, LLC., member SIPC. Supervisory address: 6701 Koll Center Parkway, Ste 140, Pleasanton, CA 94566 . Phone: 925-979-2300Eric Gross is licensed to sell insurance in AL, AZ, CA, CO, GA, ID, KY, MI, MO, NY & TX and securities in AL, AZ, CA, FL, GA, HI, ID, IL, KY, MA, MI, MO, MT, NV, NY, RI, TX & WA and cannot communicate with, nor respond to, requests from people who reside in states where he is not licensed to conduct insurance and/or securities business. CA License number: 0G48164; FL License number: W418997; TX license Number: 2368611.Designations: CFP - CERTIFIED FINANCIAL PLANNER™CLTC - Certified in Long Term Care Licenses:Series 7, Series 66, Life, Accident and Health InsuranceCRN202302-279257

Eric F. Gross, Cfp®, Cltc®'s Current Company Details
Grodin Financial & Insurance Services

Grodin Financial & Insurance Services

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Financial Planner 💼 | Wealth Advisor 💸 | Team Leader 👥 | Proud Father 🧑‍🧑‍🧒 | Amateur Golfer 🏌️‍♂️| Bay Area Sports Fanatic 🏈 | Ask Me About a Career in Financial Planning 👩‍💼👨🏼‍💼
Eric F. Gross, Cfp®, Cltc® Work Experience Details
  • Grodin Financial & Insurance Services
    Certified Financial Planner
    Grodin Financial & Insurance Services 2015 - Present
    San Leandro, California, Us
    Helping people build and protect their wealth through a systematic approach. Specialization in financial planning, retirement planning and asset management.
  • Massmutual Financial Group
    Managing Partner
    Massmutual Financial Group 2013 - Present
    Springfield, Massachusetts, Us
    Investment and insurance planning for individuals, families, and small business owners.Firm operations including selection and development of new advisors.
  • Axa Advisors, Llc
    Financial Advisor
    Axa Advisors, Llc 2008 - 2013
    New York, Ny, Us
    Financial consulting, specializing in retirement benefits in employee sponsored markets.

Eric F. Gross, Cfp®, Cltc® Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Financial Mathematics And Statistics
  • Uc Santa Barbara
    Uc Santa Barbara
    Technology Entrepreneurship Certificate

Frequently Asked Questions about Eric F. Gross, Cfp®, Cltc®

What company does Eric F. Gross, Cfp®, Cltc® work for?

Eric F. Gross, Cfp®, Cltc® works for Grodin Financial & Insurance Services

What is Eric F. Gross, Cfp®, Cltc®'s role at the current company?

Eric F. Gross, Cfp®, Cltc®'s current role is Financial Planner 💼 | Wealth Advisor 💸 | Team Leader 👥 | Proud Father 🧑‍🧑‍🧒 | Amateur Golfer 🏌️‍♂️| Bay Area Sports Fanatic 🏈 | Ask Me About a Career in Financial Planning 👩‍💼👨🏼‍💼.

What is Eric F. Gross, Cfp®, Cltc®'s email address?

Eric F. Gross, Cfp®, Cltc®'s email address is er****@****ail.com

What schools did Eric F. Gross, Cfp®, Cltc® attend?

Eric F. Gross, Cfp®, Cltc® attended Uc Santa Barbara, Uc Santa Barbara.

What are some of Eric F. Gross, Cfp®, Cltc®'s interests?

Eric F. Gross, Cfp®, Cltc® has interest in Snowboarding, Art, Surfing, Music, Sports, Tennis, Golf, Travel, Film.

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