Wealth Advisor
CurrentWashington fee-only fiduciaries, specializing in accumulating, growing and preserving wealth.
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@selkirkwealth.com
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2 phones found area 509
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LinkedIn matched
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Eric Stutzman, Cfp® is listed as Wealth Advisor at Selkirk Wealth Advisors, LLC, a with 3 employees, based in Spokane, Washington, United States. AeroLeads shows a work email signal at selkirkwealth.com, phone signal with area code 509, and a matched LinkedIn profile for Eric Stutzman, Cfp®.
Eric Stutzman, Cfp® previously worked as Wealth Advisor at Etesian Wealth Advisors, Inc and Associate at Abridge Partners. Eric Stutzman, Cfp® holds Bs, Business, Computer Science from University Of Puget Sound.
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AeroLeads found 1 current-domain work email signal for Eric Stutzman, Cfp®. Compare company email patterns before reaching out.
Eric Stutzman is a CERTIFIED FINANCIAL PLANNER™ professional who works on a fee-only basis to help his clients reach their important life goals. Working in the industry since 2007, he focuses on delivering customized, holistic financial plans for people to reach their vision of retirement. He helps clients stay on track by helping them understand their behaviors toward money and assisting them with important strategic financial decisions. The result is that clients have a greater sense of certainty about their financial future, and have the tools to optimize their financial legacy.Eric Stutzman is principal of Selkirk Wealth Advisors, LLC which is a financial planning and Washington Registered Investment Advisory (RIA) firm located in Spokane, Washington.
Listed skills include Portfolio Management, Investments, Wealth Management, Wealth, and 21 others.
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Spokane, Washington Area
Washington fee-only fiduciaries, specializing in accumulating, growing and preserving wealth.
Spokane, Wa
Designed and implemented sophisticated financial planning strategies for high net worth clients and their families.
Seattle, Wa
Head equities trader for all managed accounts as well as two in-house hedge fund strategies. Assistant portfolio manager for sub-managed account strategy.
Seattle, Wa
Analyzed large portfolios of policyholder data to assess levels of catastrophic risk, prepared reports on the state of the portfolio along with strategic recommendations for risk mitigation, and delivered results to C-Suite level executives
Other employees you can reach at selkirkwealth.com. View company contacts for 3 employees →
Todd Koyama
Colleague at Selkirk Wealth Advisors, LlcSpokane, Washington, United States
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SW
Sarah W. Williams, Cfp®
Colleague at Selkirk Wealth Advisors, LlcSpokane, Washington, United States
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JI
Jordan Isler
Colleague at Selkirk Wealth Advisors, LlcSpokane Valley, Washington, United States
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DB
Debra Bell
Colleague at Selkirk Wealth Advisors, LlcSpokane, Washington, United States
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Quick answers generated from the profile data available on this page.
Eric Stutzman, Cfp® works for Selkirk Wealth Advisors, LLC.
Eric Stutzman, Cfp® is listed as Wealth Advisor at Selkirk Wealth Advisors, LLC.
AeroLeads has found 1 work email signal at @selkirkwealth.com for Eric Stutzman, Cfp® at Selkirk Wealth Advisors, LLC.
AeroLeads has found 2 phone signal(s) with area code 509 for Eric Stutzman, Cfp® at Selkirk Wealth Advisors, LLC.
Eric Stutzman, Cfp® is based in Spokane, Washington, United States while working with Selkirk Wealth Advisors, LLC.
Eric Stutzman, Cfp® has worked for Selkirk Wealth Advisors, Llc, Etesian Wealth Advisors, Inc, Abridge Partners, Summit Capital Group Llc, and Guy Carpenter.
Eric Stutzman, Cfp®'s colleagues at Selkirk Wealth Advisors, LLC include Todd Koyama, Sarah W. Williams, Cfp®, Jordan Isler, and Debra Bell.
You can use AeroLeads to view verified contact signals for Eric Stutzman, Cfp® at Selkirk Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
Eric Stutzman, Cfp® holds Bs, Business, Computer Science from University Of Puget Sound.
Eric Stutzman, Cfp® is listed with skills including Portfolio Management, Investments, Wealth Management, Wealth, Estate Planning, Investment Advisory, Asset Management, and Investment Management.
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