Eric Stutzman, Cfp®

Eric Stutzman, Cfp® Email and Phone Number

Wealth Advisor at Selkirk Wealth Advisors @ Selkirk Wealth Advisors, LLC
spokane, washington, united states
Eric Stutzman, Cfp®'s Location
Spokane, Washington, United States, United States
Eric Stutzman, Cfp®'s Contact Details

Eric Stutzman, Cfp® work email

Eric Stutzman, Cfp® personal email

Eric Stutzman, Cfp® phone numbers

About Eric Stutzman, Cfp®

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.

Eric Stutzman, Cfp®'s Current Company Details
Selkirk Wealth Advisors, LLC

Selkirk Wealth Advisors, Llc

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Wealth Advisor at Selkirk Wealth Advisors
spokane, washington, united states
Website:
selkirkwealth.com
Employees:
3
Eric Stutzman, Cfp® Work Experience Details
  • Selkirk Wealth Advisors, Llc
    Wealth Advisor
    Selkirk Wealth Advisors, Llc Nov 2014 - Present
    Spokane, Washington Area
    Washington fee-only fiduciaries, specializing in accumulating, growing and preserving wealth.
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  • Etesian Wealth Advisors, Inc
    Wealth Advisor
    Etesian Wealth Advisors, Inc Jan 2013 - Nov 2014
    Spokane, Wa
    View
  • Abridge Partners
    Associate
    Abridge Partners Oct 2010 - Oct 2012
    Spokane, Wa
    Designed and implemented sophisticated financial planning strategies for high net worth clients and their families.
    View
  • Summit Capital Group Llc
    Associate In Trading And Portfolio Management
    Summit Capital Group Llc Feb 2007 - Jul 2010
    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.
  • Guy Carpenter
    Assistant Vice President
    Guy Carpenter Feb 2003 - Feb 2007
    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
    View

Eric Stutzman, Cfp® Skills

Portfolio Management Investments Wealth Management Wealth Estate Planning Investment Advisory Asset Management Investment Management Financial Advisory Retirement Planning Strategic Financial Planning Insurance Financial Modeling Securities Equities Hedge Funds Trading Financial Planning Family Office High Net Worth Individuals Multi Generational Wealth Transfer Wealth Preservation Planning Asset Managment High Net Worth Insurance Coordination

Eric Stutzman, Cfp® Education Details

Frequently Asked Questions about Eric Stutzman, Cfp®

What company does Eric Stutzman, Cfp® work for?

Eric Stutzman, Cfp® works for Selkirk Wealth Advisors, Llc

What is Eric Stutzman, Cfp®'s role at the current company?

Eric Stutzman, Cfp®'s current role is Wealth Advisor at Selkirk Wealth Advisors.

What is Eric Stutzman, Cfp®'s email address?

Eric Stutzman, Cfp®'s email address is er****@****ail.com

What is Eric Stutzman, Cfp®'s direct phone number?

Eric Stutzman, Cfp®'s direct phone number is +150927*****

What schools did Eric Stutzman, Cfp® attend?

Eric Stutzman, Cfp® attended University Of Puget Sound, College For Financial Planning.

What skills is Eric Stutzman, Cfp® known for?

Eric Stutzman, Cfp® has skills like Portfolio Management, Investments, Wealth Management, Wealth, Estate Planning, Investment Advisory, Asset Management, Investment Management, Financial Advisory, Retirement Planning, Strategic Financial Planning, Insurance.

Who are Eric Stutzman, Cfp®'s colleagues?

Eric Stutzman, Cfp®'s colleagues are Jordan Isler, Debra Bell, Todd Koyama, Sarah W. Williams, Cfp®.

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