Eric Pucciarelli, Mba, Crpc Email and Phone Number
Eric Pucciarelli, Mba, Crpc work email
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Eric Pucciarelli, Mba, Crpc personal email
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Eric Pucciarelli, Mba, Crpc phone numbers
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.
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PartnerClarivise Private WealthAlpharetta, Ga, Us -
Managing DirectorOxygen Financial Inc Sep 2008 - PresentAlpharetta, Gerorgia, UsSecurities 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 -
Financial AdvisorAmeriprise Financial Apr 2006 - Aug 2008Minneapolis, Mn, Us
Eric Pucciarelli, Mba, Crpc Skills
Eric Pucciarelli, Mba, Crpc Education Details
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Georgia Southern UniversityMarketing
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
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Eric Pucciarelli, Mba, Crpc's current role is Partner.
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Eric Pucciarelli, Mba, Crpc attended Georgia Southern University.
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