Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® Email and Phone Number

3X INC 5000 CEO, Forbes Best-In-State Top Financial Security Professional, USAF Veteran, Eagle Scout, Passionate Entrepreur, Financial Planning Expert @ Avid Wealth Partners
Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®'s Location
San Antonio, Texas, United States, United States
Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®'s Contact Details

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® work email

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® personal email

n/a

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® phone numbers

About Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®

As the CEO and Wealth Advisor at Avid Wealth Partners, I offer high quality investment and wealth management services for high net worth clients, with over 13 years of experience in the financial industry. I hold multiple credentials, including CPWA®, CIMA®, CFP®, AEP®, RMA®, CLU®, ChFC®, and CRPS®, that demonstrate my expertise and commitment to excellence in financial planning, investment management, estate planning, retirement planning, and risk management.My mission at Avid is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I help clients create a comprehensive financial plan that aligns with their goals, values, and vision for the future. I also lead a team of dedicated professionals who share my passion for serving clients with integrity, professionalism, and care. Whether you are a physician, a business owner, or a successful individual, I can help you maximize and protect your wealth and give you peace of mind.

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®'s Current Company Details
Avid Wealth Partners

Avid Wealth Partners

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3X INC 5000 CEO, Forbes Best-In-State Top Financial Security Professional, USAF Veteran, Eagle Scout, Passionate Entrepreur, Financial Planning Expert
Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® Work Experience Details
  • Avid Wealth Partners
    Ceo | Wealth Advisor
    Avid Wealth Partners Jul 2017 - Present
    San Antonio, Texas, Us
    Eric Kala, CPWA®, CIMA®, CFP®, AEP®, RMA®, CLU®, ChFC®, CRPS® understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. Please let Eric know how he might be able to help you realize your vision for the future.Investment advisory services are offered through Avid Wealth Partners, LLC, (“AWP”) a registered investment advisor. Advisory services are only offered to clients or prospective clients where AWP and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AWP unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of Avid Wealth Partners, LLC and have not been reviewed by Avid Wealth Partners, LLC for accuracy or completeness.
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  • Northwestern Mutual
    Wealth Management Advisor | Estate & Business Planning Advisor
    Northwestern Mutual Nov 2008 - Jul 2020
    Milwaukee, Wi, Us
    View
  • United States Air Force
    Communication And Navigation Mission Systems Specialist
    United States Air Force 2002 - 2007
    Randolph Afb, Tx, Us
    View

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® Skills

Management Financial Planning Finance Investments Customer Service Insurance Leadership Strategic Planning Wealth Management Financial Advisory Goals Coach Cfp Business Planning Succession Planning Estate Planning Tax Planning

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® Education Details

  • The Wharton School
    The Wharton School
    Investment Management Analyst
  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Certified Private Wealth Advisor® Program
  • Richard D. Irwin Graduate School Of The American College
    Richard D. Irwin Graduate School Of The American College
    Advanced Estate Planning
  • The American College Of Financial Services
    The American College Of Financial Services
    Chfc®
  • Wayland Baptist University
    Wayland Baptist University
    Management

Frequently Asked Questions about Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®

What company does Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® work for?

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® works for Avid Wealth Partners

What is Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®'s role at the current company?

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®'s current role is 3X INC 5000 CEO, Forbes Best-In-State Top Financial Security Professional, USAF Veteran, Eagle Scout, Passionate Entrepreur, Financial Planning Expert.

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What schools did Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® attend?

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® attended The Wharton School, The University Of Chicago Booth School Of Business, Richard D. Irwin Graduate School Of The American College, The American College Of Financial Services, Wayland Baptist University.

What skills is Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® known for?

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® has skills like Management, Financial Planning, Finance, Investments, Customer Service, Insurance, Leadership, Strategic Planning, Wealth Management, Financial Advisory, Goals, Coach.

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