Eric Wiegand, Cfp®

Eric Wiegand, Cfp® Email and Phone Number

Financial Planning Lecturer @ University of Virginia School of Continuing and Professional Studies
Allentown, PA, US
Eric Wiegand, Cfp®'s Location
Allentown, Pennsylvania, United States, United States
Eric Wiegand, Cfp®'s Contact Details

Eric Wiegand, Cfp® personal email

n/a

Eric Wiegand, Cfp® phone numbers

About Eric Wiegand, Cfp®

Eric Wiegand, CFP® is Senior Vice President of Financial Planning and Lehigh Valley Market Director for River Wealth Advisors. He has spent over 15 years helping high-net worth clients identify their financial objectives and needs, then building personalized plans that align with their financial goals. Additionally, recognizing the complexities associated with estate planning, Wiegand developed a one-page, revolutionary visualization tool, called Legacy Mapping™, which simplifies the complex flow of a client’s assets. In his market leadership role for River Wealth Advisors, Eric is responsible for serving the firm’s clients with excellence and expanding our presence in the Lehigh Valley.

Eric Wiegand, Cfp®'s Current Company Details
University of Virginia School of Continuing and Professional Studies

University Of Virginia School Of Continuing And Professional Studies

View
Financial Planning Lecturer
Allentown, PA, US
Website:
riverwealthadvisors.com
Employees:
17
Eric Wiegand, Cfp® Work Experience Details
  • University Of Virginia School Of Continuing And Professional Studies
    Financial Planning Lecturer
    University Of Virginia School Of Continuing And Professional Studies
    Allentown, Pa, Us
    View
  • River Wealth Advisors
    Senior Vice President & Wealth Advisor
    River Wealth Advisors May 2020 - Present
    842 W. Hamilton Street, Suite 301, Allentown, Pa 18101
    View
  • University Of Virginia School Of Continuing And Professional Studies
    Financial Planning Lecturer
    University Of Virginia School Of Continuing And Professional Studies Jan 2020 - Present
    Online
    As part of the Financial Planning Certificate Program at UVA SCPS I teach candidates for the CFP®designation so that they may complete the academic portion of the certification.
    View
  • Bb&T
    Vice President - Wealth Advisor
    Bb&T Aug 2017 - May 2020
    Allentown, Pennsylvania Area
    View
  • Charles Schwab
    Vice President - Financial Consultant
    Charles Schwab Aug 2013 - Aug 2017
    Allentown, Pennsylvania Area
    View
  • Sandy Spring Trust
    Vice President, Wealth Advisor
    Sandy Spring Trust Aug 2011 - Aug 2013
    Fairfax, Virginia
  • Hsbc
    Vice President Senior Premier Relationship Manager
    Hsbc Feb 2010 - Aug 2011
    View
  • Wells Fargo
    Licensed Personal Banker Ii
    Wells Fargo Nov 2008 - Feb 2010
    Chatilly, Va
    View
  • Ameriprise Financial Advisors
    Financial Advisor
    Ameriprise Financial Advisors Aug 2006 - Nov 2008
  • Mororstuka Board Of Education
    Language Teacher
    Mororstuka Board Of Education Aug 2005 - Aug 2006

Eric Wiegand, Cfp® Skills

Spring Spring Framework

Eric Wiegand, Cfp® Education Details

Frequently Asked Questions about Eric Wiegand, Cfp®

What company does Eric Wiegand, Cfp® work for?

Eric Wiegand, Cfp® works for University Of Virginia School Of Continuing And Professional Studies

What is Eric Wiegand, Cfp®'s role at the current company?

Eric Wiegand, Cfp®'s current role is Financial Planning Lecturer.

What is Eric Wiegand, Cfp®'s email address?

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What is Eric Wiegand, Cfp®'s direct phone number?

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What schools did Eric Wiegand, Cfp® attend?

Eric Wiegand, Cfp® attended University Of Virginia, The George Washington University, Brophy College Preparatory, Mountainside Middle School.

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Eric Wiegand, Cfp® has skills like Spring, Spring Framework.

Who are Eric Wiegand, Cfp®'s colleagues?

Eric Wiegand, Cfp®'s colleagues are Edward O’gorman, Mba, Cfa, Kaylah Dailey, Robert Caplan, Mba, Cfa, Barb Yost, Jay Jajich, Judy Savchak, Mark Loomis, Aams®.

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