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Eric Shaffer, Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners
at
Kuhn Capital Partners
1 work email found
@kuhncp.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners
Location
Dallas, Texas, United States
Company size
Who is Eric Shaffer, Cfp®? Overview
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Quick answer
Eric Shaffer, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners at Kuhn Capital Partners, a company with 6 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at kuhncp.com and a matched LinkedIn profile for Eric Shaffer, Cfp®.
Eric Shaffer, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ & Wealth Management Adviser at Kuhn Capital Partners at Kuhn Capital Partners and CERTIFIED FINANCIAL PLANNER™ & Wealth Management Adviser at Mergent Group. Eric Shaffer, Cfp® holds Bachelor Of Business Administration (Bba), Finance from The University Of Texas At Austin - Red Mccombs School Of Business.
Company email context
Email format at Kuhn Capital Partners
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{first}@kuhncp.com
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AeroLeads found 1 current-domain work email signal for Eric Shaffer, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Eric Shaffer, Cfp®
Eric Shaffer, Cfp® is a CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners at Kuhn Capital Partners. He possess expertise in strategic financial planning, portfolio management, wealth management, alternative investments, retirement planning and 20 more skills.
Listed skills include Strategic Financial Planning, Portfolio Management, Wealth Management, Alternative Investments, and 21 others.
Current workplace
Eric Shaffer, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Kuhn Capital Partners
7 roles
Eric Shaffer, Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™ & Wealth Management Adviser At Kuhn Capital Partners
Current
Kuhn Capital Partners
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Mar 2020 - Present
Certified Financial Planner™ & Wealth Management Adviser
Mergent Group
I focus my talents on creating comprehensive wealth-management strategies for select clients by concentrating on portfolio management. I am also responsible for designing and implementing retirement plans that help clients pursue the retirement lifestyle they aspire to, as well as guiding corporations and their employees in choosing suitable retirement.
Aug 2014 - Mar 2020
Financial Adviser/Planning Mgr
Vfg Securities, Inc./Ifsg
Feb 2013 - Jun 2014
Financial Planner/Wealth Manager
Quest Capital Management, Inc.
Dec 2005 - Dec 2012
Investment Adviser
Jul 2001 - Dec 2005
Operations Manager - Investment Management Group
Nov 1995 - Jun 2001
1 education record
Eric Shaffer, Cfp® education
FAQ
Frequently asked questions about Eric Shaffer, Cfp®
Quick answers generated from the profile data available on this page.
What company does Eric Shaffer, Cfp® work for?
Eric Shaffer, Cfp® works for Kuhn Capital Partners.
What is Eric Shaffer, Cfp®'s role at Kuhn Capital Partners?
Eric Shaffer, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners at Kuhn Capital Partners.
What is Eric Shaffer, Cfp®'s email address?
AeroLeads has found 1 work email signal at @kuhncp.com for Eric Shaffer, Cfp® at Kuhn Capital Partners.
Where is Eric Shaffer, Cfp® based?
Eric Shaffer, Cfp® is based in Dallas, Texas, United States while working with Kuhn Capital Partners.
What companies has Eric Shaffer, Cfp® worked for?
Eric Shaffer, Cfp® has worked for Kuhn Capital Partners, Mergent Group, Vfg Securities, Inc./Ifsg, Quest Capital Management, Inc., and Rbc Wealth Management.
How can I contact Eric Shaffer, Cfp®?
You can use AeroLeads to view verified contact signals for Eric Shaffer, Cfp® at Kuhn Capital Partners, including work email, phone, and LinkedIn data when available.
What schools did Eric Shaffer, Cfp® attend?
Eric Shaffer, Cfp® holds Bachelor Of Business Administration (Bba), Finance from The University Of Texas At Austin - Red Mccombs School Of Business.
What skills is Eric Shaffer, Cfp® known for?
Eric Shaffer, Cfp® is listed with skills including Strategic Financial Planning, Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Retirement Income Strategies, Investment Advisory, and Investments.
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