Eric Shaffer, Cfp® Email and Phone Number
Eric Shaffer, Cfp® work email
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Eric Shaffer, Cfp® personal email
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.
Kuhn Capital Partners
View- Website:
- kuhncp.com
- Employees:
- 6
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Certified Financial Planner™ And Wealth Management Adviser At Kuhn Capital PartnersKuhn Capital PartnersDallas, Tx, Us
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Certified Financial Planner™ & Wealth Management Adviser At Kuhn Capital PartnersKuhn Capital Partners Mar 2020 - PresentPlano, Texas, United StatesIf you would like an analysis of your life insurance needs, click on the link below to utilize the Life Insurance Need Calculator. This easy-to-use calculator can provide you with insight into your life insurance need based on your specific situation, and a personalized report will be sent to your e-mail address.https://engage.midlandnational.com/life-insurance-calculator?agent=eric@kuhncp.com
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Certified Financial Planner™ & Wealth Management AdviserMergent Group Aug 2014 - Mar 2020Dallas, TexasI 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 investments.As a fully registered investment professional for more than 24 years, with the Series 66 license for Texas) I have developed an extensive background in investments management. I earned the CERTIFICATE IN FINANCIAL PLANNING™ from the University of North Texas as well as attaining the CERTIFIED FINANCIAL PLANNER™ certification.
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Financial Adviser/Planning MgrVfg Securities, Inc./Ifsg Feb 2013 - Jun 2014
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Financial Planner/Wealth ManagerQuest Capital Management, Inc. Dec 2005 - Dec 2012Dallas, Tx
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Investment AdviserRbc Wealth Management Jul 2001 - Dec 2005Dallas, Tx -
Operations Manager - Investment Management GroupSouthwest Securities Nov 1995 - Jun 2001Dallas, Tx
Eric Shaffer, Cfp® Skills
Eric Shaffer, Cfp® Education Details
Frequently Asked Questions about Eric Shaffer, Cfp®
What company does Eric Shaffer, Cfp® work for?
Eric Shaffer, Cfp® works for Kuhn Capital Partners
What is Eric Shaffer, Cfp®'s role at the current company?
Eric Shaffer, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners.
What is Eric Shaffer, Cfp®'s email address?
Eric Shaffer, Cfp®'s email address is er****@****sor.com
What schools did Eric Shaffer, Cfp® attend?
Eric Shaffer, Cfp® attended The University Of Texas At Austin - Red Mccombs School Of Business.
What are some of Eric Shaffer, Cfp®'s interests?
Eric Shaffer, Cfp® has interest in Social Services, Children, Iron Horse Lacrosse, The University Of Texas, Economic Empowerment, Road Cycling, Bishop Lynch Volleyball, Hockaday Neighborhood Assocation, Snow Skiing, Education.
What skills is Eric Shaffer, Cfp® known for?
Eric Shaffer, Cfp® has skills like Strategic Financial Planning, Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Retirement Income Strategies, Investment Advisory, Investments, Investment Management, Asset Management, Investment Strategies, Asset Allocation.
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