Eric Zeitler, Aif, Crps, Cmfc Email and Phone Number
Eric Zeitler, Aif, Crps, Cmfc work email
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- Valid
Eric Zeitler, Aif, Crps, Cmfc personal email
I have a strong knowledge of the financial services industry, its products, processes and culture. I employ 24 years of experience in the financial services industry as an accredited investment fiduciary, financial planner and wealth manager to help extend my comprehension to my clients in all aspects of their financial life. In addition to my Series 7, 63,65,26 and Accredited Investment Fiduciary, I obtained my Chartered Retirement Plan Specialist and Chartered Mutual Fund Counselor designations from the College of Financial Planning early in my career to increase my knowledge of Employer Sponsored Retirement Plans.I graduated from Angelo State University with a bachelor’s degree in Business. Originally from West Texas, I have lived in San Antonio for the last 26 years and I am married to my loving wife Kelly. I enjoy golf, hunting, and spending time with my family. We have 2 children, a son in law, and the apples of our eyes, our 3 Grandsons.
Client Centric Wealth Management
View- Website:
- ccwmgmt.com
- Employees:
- 6
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Private Wealth ManagerClient Centric Wealth Management Aug 2013 - PresentSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Client Centric Wealth Management and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Registered Investment AdvisorWilliams Financial Group Mar 2008 - Aug 2013
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Regional Marketing DirectorHartford Financial Services Group Jul 2007 - Apr 2008Hartford, Ct, Us -
Area Sales, Area Sales ManagerCapital Group Jul 2001 - Jul 2007
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Investment RepresentativeEdward Jones Jan 2000 - Jul 2001St. Louis, Mo, Us
Eric Zeitler, Aif, Crps, Cmfc Skills
Eric Zeitler, Aif, Crps, Cmfc Education Details
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College For Financial PlanningChartered Retirement Plan Specialist -
College For Financial PlanningChartered Mutual Fund Counselor
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Angelo State UniversityBusiness
Frequently Asked Questions about Eric Zeitler, Aif, Crps, Cmfc
What company does Eric Zeitler, Aif, Crps, Cmfc work for?
Eric Zeitler, Aif, Crps, Cmfc works for Client Centric Wealth Management
What is Eric Zeitler, Aif, Crps, Cmfc's role at the current company?
Eric Zeitler, Aif, Crps, Cmfc's current role is Founding Partner at Client Centric Wealth Management.
What is Eric Zeitler, Aif, Crps, Cmfc's email address?
Eric Zeitler, Aif, Crps, Cmfc's email address is ez****@****ors.com
What schools did Eric Zeitler, Aif, Crps, Cmfc attend?
Eric Zeitler, Aif, Crps, Cmfc attended College For Financial Planning, College For Financial Planning, Angelo State University.
What skills is Eric Zeitler, Aif, Crps, Cmfc known for?
Eric Zeitler, Aif, Crps, Cmfc has skills like Mutual Funds, Retirement Planning, Investments, Retirement, Financial Planning, Securities, Qualified Retirement Plans, Aif.
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