AeroLeads people directory · profile
Eric Pucciarelli, Mba, Crpc Email & Phone Number
Partner
at
ClariVise Private Wealth
2 work emails found
@oxygenfinancial.net
1 phone found area 770
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner
Location
Alpharetta, Georgia, United States
Company size
Who is Eric Pucciarelli, Mba, Crpc? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Eric Pucciarelli, Mba, Crpc is listed as Partner at ClariVise Private Wealth, a with 14 employees, based in Alpharetta, Georgia, United States. AeroLeads shows a work email signal at oxygenfinancial.net, phone signal with area code 770, and a matched LinkedIn profile for Eric Pucciarelli, Mba, Crpc.
Eric Pucciarelli, Mba, Crpc previously worked as Managing Director at Oxygen Financial Inc and Financial Advisor at Ameriprise Financial. Eric Pucciarelli, Mba, Crpc holds Bba, Mba, Finance, Management, Marketing from Georgia Southern University.
Company email context
Email format at ClariVise Private Wealth
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{first}@oxygenfinancial.net
89% confidence
AeroLeads found 2 current-domain work email signals for Eric Pucciarelli, Mba, Crpc. Compare company email patterns before reaching out.
Profile bio
About Eric Pucciarelli, Mba, Crpc
Office: 770-777-0427/ E-Mail: eric@oxygenfinancial.netOur mission at oXYGen Financial is to help our clients breathe easier® about life.We offer a true cost-affordable family financial office for busy individuals and business owners in the X and Y Generations. In fact, boomers and retirees love us.My personal practice centers on handling three types of individuals:1) High earning sales people making at least $250k2) High End Life Insurance For Small and Medium Size Businesses3) Sophisticated Tax Management Planning for Owners, CEO's, and C-Level ExecutivesWhat do we offer?Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, tax preparation, budgeting, and much, much, moreI am a featured on MarketWatch and a top financial blog in the country Your Smart Money Moves. I have 13 years of experience and an advanced designation of Chartered Retirement Planning Counselor.Go to www.oxygenfinancial.net or e-mail me at eric@oxygenfinancial.net to set up a meeting.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. www.finra.org and www.sipc.orgThis site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.
Listed skills include Personal Finance, Employee Benefits, Family Office, Blogging, and 10 others.
Current workplace
Eric Pucciarelli, Mba, Crpc's current company
Company context helps verify the profile and gives searchers a useful next step.
Clarivise Private Wealth
3 roles
Eric Pucciarelli, Mba, Crpc work experience
A career timeline built from the work history available for this profile.
Managing Director
CurrentSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.FINRA: www.finra.orgSIPC: www.sipc.org
Sep 2008 - Present
Financial Advisor
Apr 2006 - Aug 2008
1 education record
Eric Pucciarelli, Mba, Crpc education
-
Georgia Southern University
FAQ
Frequently asked questions about Eric Pucciarelli, Mba, Crpc
Quick answers generated from the profile data available on this page.
What company does Eric Pucciarelli, Mba, Crpc work for?
Eric Pucciarelli, Mba, Crpc works for ClariVise Private Wealth.
What is Eric Pucciarelli, Mba, Crpc's role at ClariVise Private Wealth?
Eric Pucciarelli, Mba, Crpc is listed as Partner at ClariVise Private Wealth.
What is Eric Pucciarelli, Mba, Crpc's email address?
AeroLeads has found 2 work email signals at @oxygenfinancial.net for Eric Pucciarelli, Mba, Crpc at ClariVise Private Wealth.
What is Eric Pucciarelli, Mba, Crpc's phone number?
AeroLeads has found 1 phone signal(s) with area code 770 for Eric Pucciarelli, Mba, Crpc at ClariVise Private Wealth.
Where is Eric Pucciarelli, Mba, Crpc based?
Eric Pucciarelli, Mba, Crpc is based in Alpharetta, Georgia, United States while working with ClariVise Private Wealth.
What companies has Eric Pucciarelli, Mba, Crpc worked for?
Eric Pucciarelli, Mba, Crpc has worked for Clarivise Private Wealth, Oxygen Financial Inc, and Ameriprise Financial.
How can I contact Eric Pucciarelli, Mba, Crpc?
You can use AeroLeads to view verified contact signals for Eric Pucciarelli, Mba, Crpc at ClariVise Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Eric Pucciarelli, Mba, Crpc attend?
Eric Pucciarelli, Mba, Crpc holds Bba, Mba, Finance, Management, Marketing from Georgia Southern University.
What skills is Eric Pucciarelli, Mba, Crpc known for?
Eric Pucciarelli, Mba, Crpc is listed with skills including Personal Finance, Employee Benefits, Family Office, Blogging, Retirement Planning, Series 7, Strategic Financial Planning, and Estate Planning.
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