Eric Pucciarelli, Mba, Crpc

Eric Pucciarelli, Mba, Crpc Email and Phone Number

Alpharetta, GA, US
Eric Pucciarelli, Mba, Crpc's Location
Alpharetta, Georgia, United States, United States
Eric Pucciarelli, Mba, Crpc's Contact Details

Eric Pucciarelli, Mba, Crpc work email

Eric Pucciarelli, Mba, Crpc personal email

Eric Pucciarelli, Mba, Crpc phone numbers

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.

Eric Pucciarelli, Mba, Crpc's Current Company Details
ClariVise Private Wealth

Clarivise Private Wealth

View
Partner
Alpharetta, GA, US
Website:
clarivisepw.com
Employees:
14
Eric Pucciarelli, Mba, Crpc Work Experience Details
  • Clarivise Private Wealth
    Partner
    Clarivise Private Wealth
    Alpharetta, Ga, Us
  • Oxygen Financial Inc
    Managing Director
    Oxygen Financial Inc Sep 2008 - Present
    Alpharetta, Gerorgia, Us
    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.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
  • Ameriprise Financial
    Financial Advisor
    Ameriprise Financial Apr 2006 - Aug 2008
    Minneapolis, Mn, Us

Eric Pucciarelli, Mba, Crpc Skills

Personal Finance Employee Benefits Family Office Blogging Retirement Planning Series 7 Strategic Financial Planning Estate Planning Disability Insurance Asset Allocation Investment Advisory Investments Wealth Management Investment Strategies

Eric Pucciarelli, Mba, Crpc Education Details

  • Georgia Southern University
    Georgia Southern University
    Marketing

Frequently Asked Questions about Eric Pucciarelli, Mba, Crpc

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 the current company?

Eric Pucciarelli, Mba, Crpc's current role is Partner.

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What schools did Eric Pucciarelli, Mba, Crpc attend?

Eric Pucciarelli, Mba, Crpc attended Georgia Southern University.

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Eric Pucciarelli, Mba, Crpc has skills like Personal Finance, Employee Benefits, Family Office, Blogging, Retirement Planning, Series 7, Strategic Financial Planning, Estate Planning, Disability Insurance, Asset Allocation, Investment Advisory, Investments.

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