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

3X INC 5000 CEO, Forbes Best-In-State Top Financial Security Professional, USAF Veteran, Eagle Scout, Passionate Entrepreur, Financial Planning Expert at Avid Wealth Partners
Location: San Antonio, Texas, United States 3 work roles 5 schools
1 work email found @bellsouth.net 4 phones found area 210 and 281 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email e****@bellsouth.net
Direct phone (210) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
3X INC 5000 CEO, Forbes Best-In-State Top Financial Security Professional, USAF Veteran, Eagle Scout, Passionate Entrepreur, Financial Planning Expert
Location
San Antonio, Texas, United States

Who is Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®? Overview

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Quick answer

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® is listed as 3X INC 5000 CEO, Forbes Best-In-State Top Financial Security Professional, USAF Veteran, Eagle Scout, Passionate Entrepreur, Financial Planning Expert at Avid Wealth Partners, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at bellsouth.net, phone signal with area code 210, 281, and a matched LinkedIn profile for Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®.

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® previously worked as CEO | Wealth Advisor at Avid Wealth Partners and Wealth Management Advisor | Estate & Business Planning Advisor at Northwestern Mutual. Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® holds Imca Certified Investment Management Analyst Certification Program, Investment Management Analyst from The Wharton School.

Company email context

Email format at Avid Wealth Partners

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*@bellsouth.net
68% confidence

AeroLeads found 1 current-domain work email signal for Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Management, Financial Planning, Finance, Investments, and 13 others.

Current workplace

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Avid Wealth Partners
Avid Wealth Partners
3X INC 5000 CEO, Forbes Best-In-State Top Financial Security Professional, USAF Veteran, Eagle Scout, Passionate Entrepreur, Financial Planning Expert
AeroLeads page
3 roles · 24 years

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

A career timeline built from the work history available for this profile.

Ceo | Wealth Advisor

Current

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.

Jul 2017 - Present

Wealth Management Advisor | Estate & Business Planning Advisor

Milwaukee, WI, US

Nov 2008 - Jul 2020

Communication And Navigation Mission Systems Specialist

Randolph AFB, TX, US

2002 - 2007 ~5 yrs
5 education records

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

Imca Certified Investment Management Analyst Certification Program, Investment Management Analyst

The Wharton School

Certified Private Wealth Advisor® Program

The University Of Chicago Booth School Of Business

Accredited Estate Planner, Advanced Estate Planning

Richard D. Irwin Graduate School Of The American College

Cfp®, Aep®, Clu®, Chfc®

The American College Of Financial Services

B.S., Management

Wayland Baptist University
FAQ

Frequently asked questions about Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®

Quick answers generated from the profile data available on this page.

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 Avid Wealth Partners?

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® is listed as 3X INC 5000 CEO, Forbes Best-In-State Top Financial Security Professional, USAF Veteran, Eagle Scout, Passionate Entrepreur, Financial Planning Expert at Avid Wealth Partners.

What is Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®'s email address?

AeroLeads has found 1 work email signal at @bellsouth.net for Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® at Avid Wealth Partners.

What is Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 210, 281 for Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® at Avid Wealth Partners.

Where is Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® based?

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® is based in San Antonio, Texas, United States while working with Avid Wealth Partners.

What companies has Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® worked for?

Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® has worked for Avid Wealth Partners, Northwestern Mutual, and United States Air Force.

How can I contact Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps®?

You can use AeroLeads to view verified contact signals for Eric Kala Cpwa®,Cima®,Cfp®,Cbec®,Aep®, Rma®,Clu®,Chfc®,Crps® at Avid Wealth Partners, including work email, phone, and LinkedIn data when available.

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® holds Imca Certified Investment Management Analyst Certification Program, Investment Management Analyst from The Wharton School.

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® is listed with skills including Management, Financial Planning, Finance, Investments, Customer Service, Insurance, Leadership, and Strategic Planning.

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