Eric J. Negron, Cepa® ♟️ Email and Phone Number
Eric J. Negron, Cepa® ♟️ work email
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Eric J. Negron, Cepa® ♟️ personal email
Prior to starting Forefront, I was the President of a billion-dollar bank’s 🏦🏧 wealth management group. In 2016, we launched Forefront with a passion to provide exceptional and personalized advice to our family members (most folks refer to them as “Clients”). It was paramount to build an environment where every team member was a good human being first and foremost and they just so happen to also be brilliant and passionate professionals.I came to the Wealth Management industry after I completed a rigorous training program inside of a bank’s management trainee program. At the time, I wanted to wear nice suits every day to work, have a flexible work schedule, and build a relationship with clients that would span multiple generations. I always tell people I grew up in the business because I started at such a young age. The ability to serve our clients and their families while building a lifetime bond has been one of the greatest surprises and life-fulfilling elements that financial advising has provided.My number one life goal is to leave the world better off than the way I found it. I propose to do this through our work at Forefront, but also in every interaction I have whether it be an email, or phone call, a prospective client meeting, a meaningful life conversation with a team member, a handwritten thank you note, or any interaction I am a part of.Please fee free to message me on LinkedIn 📩📤 or schedule a 15 minute ask me anything call 📞📱⬇, link below:https://calendly.com/eric-fwp/askmeanythingAdvisory services are offered through Forefront a DBA of Forefront Wealth Partners LLC.Securities are offered through Calton & Associates, Inc., member FINRA and SIPC.Forefront is not owned or controlled by Calton & Associates, Inc.
Forefront
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Ceo | Certified Exit Planner |Wealth CfoForefront Sep 2016 - PresentAustin, Texas, UsEric Negron is the CEO of Forefront, leading a talented team of Financial Advisors, Wealth Planners, Tax Attorneys, Divorce Planners, and Insurance Advisors: All on a mission to become their client’s Second Thought®, Serving clients and their families while building a lifetime bond that provides True Wealth and Freedom for generations.Eric is passionate about elevating the advisor community through the Financial Advisor Group (FAN) and the David Advisor Movement (DAM) which gathers growth-minded individuals on to a platform where they collaborate, share industry insights, provide masterclasses and networking opportunities. When Eric is not running his practice, he is picking up on knowledge through books and seminars, sipping coffee, and spending time with his beautiful wife and loving children. -
Advisor Advocate | CeoForefront Advisor Network Sep 2022 - PresentFinancial Advisors!!! Are you looking to be in business for yourself and not by yourself… read on ⬇️⬇️⬇️ We want to be your advocate Together, the Sky’s the Limit! We are not just another cookie-cutter advisor platform. Scale Instantly with FAN 🧗💻🚀Imagine your drive to succeed backed by extraordinary resources. When you join the Forefront Advisor Network, you scale your business instantly. Your clients’ success is still the priority, you’re gaining more ways to empower them through wealth creation.LEVEL UP WITH FAN!The Forefront Advisor Network is not just another cookie-cutter partnership program.When next-level advice and integrated tech meets an entrepreneurial and family-style atmosphere the possibilities are endless. We are here to invest in you as you invest in yourself and your clients. We are here to meet you where you are and build the practice of your dreams.-Partnership on Your Terms-Be The Advisor You Set Out to Be-Streamline & Expand Your Business-Advisor-friendly, Flexible Tech PlatformFind out how you can build a robust financial advisory practice with the Forefront Advisory Network by connecting with us today!https://calendly.com/forefront-fan/explore-fan....Advisory services are offered through Forefront a DBA of Forefront Wealth Partners, LLC. Securities are offered through Calton & Associates, Inc., member FINRA and SIPC. Forefront Advisor Network is not owned or controlled by Calton & Associates, Inc. -
Partner | ShareholderForefront Tax Partners Apr 2021 - PresentEmpowering people and companies to make tax-smart decisions. Our team of tax attorneys, tax planners, and business advisors work with you and your CPA to maximize your tax savings.Tax Mitigation RoadmapTax strategy and tax construction roadmap outlining everything a business can do to reduce your tax bill. Consult with businesses on entity structure tax optimizationR&D Tax CreditThe Research and Development Tax Credit (“R&D Credit”) allows companies, of any size, to claim a dollar-for-dollar tax credit for conducting qualified research within the United States. This qualified research is identified by examining qualifying research activities and then subsequently isolating expenditures related to employee wages, outside consulting costs, and certain material expenses. Taxpayers may claim credits back three years and carry forward unused credits for up to 20 years.ERTCThe Employee Retention Tax Credit (ERTC) is a refundable tax credit for businesses that continued to pay employees while shut down due to the COVID-19 pandemic or had significant declines in gross receipts from March 13, 2020 to Dec. 31, 2021. Eligible employers can claim the ERTC on an amended employment tax return for a period within those dates. -
Ceo | Advisor AdvocateForefront Insurance Partners Apr 2021 - PresentEmpowering advisors to help clients protect what matters.Forefront Insurance Partners is an independently-owned insurance Brokerage General Agency (BGA) that empowers advisors to help clients protect what matters.We cater to independent, fee-only and fee-based financial advisors. -
Advisor Advocate & Podcast HostDavid Advisor Movement Mar 2023 - PresentD.A.M. Live Podcast and Community are Dedicated to Your Growth as a Financial AdvisorThe David Advisor Movement (D.A.M.) is at the core of the Forefront Advisor Network. We are a community of financial advisors setting out to fight the financial giants around us to succeed on our own terms. “D.A.M. the Status Quo” is much more than a tagline for us. It is our imperative to recreate the Financial Advice industry to uplift, empower, and connect advisors through resources, experiences, and business solutions. -
Founder And HostExit Planning Forum May 2023 - Present
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Provisors Member - Austin Group 1Provisors Jun 2021 - PresentLos Angeles, Ca, Us -
Co-Founder | Partner | Divorce SpecialistYour Divorce Made Simple Aug 2020 - Feb 2024Austin, Texas, UsYour Divorce Can Be Simple. Our Guidance Can Help.We work with couples going through divorce to negotiate the division of assets, child considerations and financial guidance.Split AmicablyDivorce is not one-size fits all and can be challenging for all parties involved. Your divorce can be simple, if you plan it. With or without your partner, we’ll prepare you to go to your lawyer with a workable Divorce Plan, including a solid financial plan that will help minimize time and money spent on legal proceedings.Stop Stressing - We’re your guide to creating a divorce plan that eliminates financial uncertainty while designing your new life.Save Time - Our unique process takes only weeks to achieve a workable agreement as opposed to months with traditional approaches.Save Money - Your Divorce Made Simple combines a Certified Divorce Financial Analyst (CFDA) alongside the mediation process so you can save more of your financial assets.Plan your Divorce and Bring your Financial Future into FocusDivorce Financial Analysis can help uncover priorities and create a workable plan for your financial future all before starting the legal process.If you are considering divorce take our Readiness Assessment - https://yourdivorcemadesimple.com/divorce-readiness-assessment/Or visit our site and click the "Get Started" Buttonhttps://yourdivorcemadesimple.com/ -
Co Executive DirectorBang - Big Audacious Networking Group Jun 2017 - Jun 2020The Big Audacious Networking Group (BANG) is a must-attend monthly event for high-powered professionals who are interested in meeting like-minded professionals in a powerful, positive and effective networking setting. BANG was established to create a forum for professionals to broaden their professional network to deepen their bench of expert professionals. BANG isn't your ordinary networking group, it's networking on steroids ... a tool for seasoned professionals to connect, network and share ideas.
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Vice President Of Finance | Board MemberDripping Springs Isd Educational Foundation Sep 2017 - Jul 2019Dripping Springs, Texas, Us -
Committee MemberBookspring Feb 2019 - 2019Austin, Texas, Us -
President | Managing Partner | Financial AdvisorPioneer Bank, Ssb Oct 2014 - Sep 2016Austin, Tx, UsRan the Wealth Management Division of Pioneer Bank a $1Billion plus bank headquartered in Dripping Springs, Texas with branch office locations throughout the state of Texas. -
Committee MemberThe First Tee Of Greater Austin Nov 2013 - Nov 2015Austin, Tx, Us -
Co-Director Of MembershipGreater Austin Senior Alliance Jan 2012 - Aug 2013
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Vice President | Financial AdvisorAmeriprise Financial Services, Inc. Oct 2009 - Aug 2013Minneapolis, Mn, Us -
Vice-President, Presidents ClubColonial Brokerage Jan 2006 - Oct 2009Addison, Tx, Us
Eric J. Negron, Cepa® ♟️ Education Details
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The American College Of Financial ServicesFinancial Planning And Services -
The American College Of Financial ServicesAdvanced Estate Planning -
College For Financial PlanningHigh Networth Financial Planning -
University Of PhoenixGeneral -
Florida Gulf Coast UniversityFinance And Economics
Frequently Asked Questions about Eric J. Negron, Cepa® ♟️
What company does Eric J. Negron, Cepa® ♟️ work for?
Eric J. Negron, Cepa® ♟️ works for Forefront
What is Eric J. Negron, Cepa® ♟️'s role at the current company?
Eric J. Negron, Cepa® ♟️'s current role is Empowering Executives, Entrepreneurs, and Small Businesses to Reduce Taxes ⬇️ and Grow Wealth ↗️| Austin 40 under 40 , Dad, Insatiably Curious🤓, Love 📚☕️ | Podcaster & Speaker📡 D.A.M. & Exit Planning Forum.
What is Eric J. Negron, Cepa® ♟️'s email address?
Eric J. Negron, Cepa® ♟️'s email address is er****@****twp.com
What schools did Eric J. Negron, Cepa® ♟️ attend?
Eric J. Negron, Cepa® ♟️ attended The American College Of Financial Services, The American College Of Financial Services, College For Financial Planning, University Of Phoenix, Florida Gulf Coast University.
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