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Eric Nelson, Cfp®, Cepa Email & Phone Number

Helping Clients Achieve Financial Independence & Reduce Tax Exposure | CFP® | CEPA | President at Independence Wealth at Independence Wealth
Location: Greater Philadelphia, United States, United States 2 work roles 1 school
4 phones found area 512, 516, and 609 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 4 phones

Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Helping Clients Achieve Financial Independence & Reduce Tax Exposure | CFP® | CEPA | President at Independence Wealth
Location
Greater Philadelphia, United States, United States

Who is Eric Nelson, Cfp®, Cepa? Overview

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Quick answer

Eric Nelson, Cfp®, Cepa is listed as Helping Clients Achieve Financial Independence & Reduce Tax Exposure | CFP® | CEPA | President at Independence Wealth at Independence Wealth, based in Greater Philadelphia, United States, United States. AeroLeads shows phone signal with area code 512, 516, 609 and a matched LinkedIn profile for Eric Nelson, Cfp®, Cepa.

Eric Nelson, Cfp®, Cepa previously worked as President and Financial Advisor at Independence Wealth and Financial Advisor at Local Wealth Management Firm. Eric Nelson, Cfp®, Cepa holds Bs, Finance And Economics from Rutgers Business School.

Company email context

Email format at Independence Wealth

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Independence Wealth

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Profile bio

About Eric Nelson, Cfp®, Cepa

Eric Nelson, Cfp®, Cepa is a Helping Clients Achieve Financial Independence & Reduce Tax Exposure | CFP® | CEPA | President at Independence Wealth at Independence Wealth.

Current workplace

Eric Nelson, Cfp®, Cepa's current company

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Independence Wealth
Independence Wealth
Helping Clients Achieve Financial Independence & Reduce Tax Exposure | CFP® | CEPA | President at Independence Wealth
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2 roles

Eric Nelson, Cfp®, Cepa work experience

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

President And Financial Advisor

Current

Voorhees Township, New Jersey, US

Eric helps his clients achieve financial independence. Eric is dedicated to learning about his clients’ personal goals and by focusing on their specific financial needs. Through a rigorous review process, Eric’s clients can realize an individualized financial strategy that helps reduce their financial risk and helps create financial clarity.

Jul 2018 - Present

Financial Advisor

Local Wealth Management Firm
Jan 2012 - Jul 2018
1 education record

Eric Nelson, Cfp®, Cepa education

  • Rutgers Business School
    Rutgers Business School
    Finance And Economics
FAQ

Frequently asked questions about Eric Nelson, Cfp®, Cepa

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

What company does Eric Nelson, Cfp®, Cepa work for?

Eric Nelson, Cfp®, Cepa works for Independence Wealth.

What is Eric Nelson, Cfp®, Cepa's role at Independence Wealth?

Eric Nelson, Cfp®, Cepa is listed as Helping Clients Achieve Financial Independence & Reduce Tax Exposure | CFP® | CEPA | President at Independence Wealth at Independence Wealth.

What is Eric Nelson, Cfp®, Cepa's phone number?

AeroLeads has found 4 phone signal(s) with area code 512, 516, 609 for Eric Nelson, Cfp®, Cepa at Independence Wealth.

Where is Eric Nelson, Cfp®, Cepa based?

Eric Nelson, Cfp®, Cepa is based in Greater Philadelphia, United States, United States while working with Independence Wealth.

What companies has Eric Nelson, Cfp®, Cepa worked for?

Eric Nelson, Cfp®, Cepa has worked for Independence Wealth and Local Wealth Management Firm.

How can I contact Eric Nelson, Cfp®, Cepa?

You can use AeroLeads to view verified contact signals for Eric Nelson, Cfp®, Cepa at Independence Wealth, including work email, phone, and LinkedIn data when available.

What schools did Eric Nelson, Cfp®, Cepa attend?

Eric Nelson, Cfp®, Cepa holds Bs, Finance And Economics from Rutgers Business School.

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