Eric Mangold Wealth Manager To Healthcare Professionals

Eric Mangold Wealth Manager To Healthcare Professionals Email and Phone Number

Physicians! Worried About Your Finances? Click the "Message" link and write "eBook" in the message. I'll send you my complementary no obligation eBook "The Five Things Physicians Can Do To Improve Their Financial Health" @ Argosy Wealth Management, LLC
Eric Mangold Wealth Manager To Healthcare Professionals's Location
New York City Metropolitan Area, United States, United States
Eric Mangold Wealth Manager To Healthcare Professionals's Contact Details

Eric Mangold Wealth Manager To Healthcare Professionals work email

Eric Mangold Wealth Manager To Healthcare Professionals personal email

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About Eric Mangold Wealth Manager To Healthcare Professionals

PHYSICIANS-- You Weren't Taught This in Med School!As a Wealth Manager for Physicians, I help navigate the way towards financial security and freedom. Physicians have high standards and high expectations that's your DNA since Med School, residency, fellowships, etc. Your expectations for your retirement should be high too. But you weren't taught how to make the right financial decisions in Med School, and more is demanded of you each day. By working with me, you have a partner who will steer you towards the best moves for you, while steering clear of the financial pitfalls so many of your colleagues fall into. My clients come to me when they: ✔ Aren't sure how much to save versus paying off medical school debt✔ Aren't sure how to mitigate the bigger bite that taxes are taking from your hard earned income✔ Are planning for retirement and want to truly live without money worries✔ Realize you went to Med School and not Financial Literacy school and you need help staying out of pitfalls that your colleagues have fallen intoThe landscape has changed for Physicians, and my clients are tired of;❌ Feeling like everyone is in their pockets simply because they are a "Physician"❌ Seeing their hard-earned savings bounce up and down in the markets ❌ Using outdated retirement strategies that don't cover everything❌ Being unsure if something happens to them, will their family be OK? But it all starts with a plan. Typically within two weeks, by challenging the status quo, we can lay the foundation towards building a custom plan so you can; ⭐ Rest a bit easier knowing you have a financial strategy in place tailored to your goals ⭐ Pay less attention to buzzing stock market headlines ⭐ Know your family is going to be protected if the unthinkable happens⭐ Use your time to focus on enjoying life rather than worrying about moneyYour strategy is all about you and your family. It's about relieving stress. It's about putting you on the right path so you can improve your practice and the time you share with your family. I help Physicians navigate the path to wealth, from residency through retirement. If you’re ready to challenge traditional thinking and take a better approach to managing your wealth then I invite you to send me a message here on LinkedIn or schedule a 15-minute introductory call where we can chat about your specific needs by clicking below-Here is my calendar. https://outlook.office365.com/owa/calendar/EricMangold@sfr10.onmicrosoft.com/bookings/Eric MangoldT: 973 285 3520Emangold@sfr1.com

Eric Mangold Wealth Manager To Healthcare Professionals's Current Company Details
Argosy Wealth Management, LLC

Argosy Wealth Management, Llc

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Physicians! Worried About Your Finances? Click the "Message" link and write "eBook" in the message. I'll send you my complementary no obligation eBook "The Five Things Physicians Can Do To Improve Their Financial Health"
Eric Mangold Wealth Manager To Healthcare Professionals Work Experience Details
  • Argosy Wealth Management, Llc
    Founder / Wealth Manager
    Argosy Wealth Management, Llc Oct 2022 - Present
    All of my life I've wanted to start my own company. I am pleased to share that Argosy Wealth Management is the realization of over a decade of helping people improve their financial lives. The goal is to provide the ultimate client experience which takes the guesswork out of planning for retirement, saving taxes you never knew you could avoid, protecting you and your family from loss, and getting that feeling of confidence when you think about your financial future. My practice focuses on helping Physicians. Why? Because after years of working with Physicians, we've realized that they are pulled in so many directions, yet don't receive the training nor the care to take care of their own financial health. This is why specializing in working with Physicians can produce such a better impact for them.
  • Allied Wealth Partners
    Wealth Manager
    Allied Wealth Partners May 2018 - Oct 2022
    Parsippany, Nj, Us
    What should holistic wealth management really mean to one's future? It means looking at every aspect of one's financial life- turning over every stone to make sure if something is not right, we remedy it. If something is only adequate, we improve it, if there is a threat to one achieving their financial hopes and dreams, we identify it and work to fix it.If one's financial future is only addressing certain areas of one's finances, then they have a greater chance of living a life full of financial compromise. Helping people with their money is something with which I take great responsibility. My clients and I are on this journey together, which means I am there for them not only in the good times, but also when the days may not be as bright.Eric is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC.
  • Manhattan Ridge Advisors
    Vice President- Wealth Management
    Manhattan Ridge Advisors Sep 2016 - May 2018
    New York, Ny, Us
    Products and Services OfferedFinancial planning, financial advice, wealth management, asset management, stocks, bonds, mutual funds, exchange traded funds, annuities, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, & 529's. Specialties: *Retirement Income Planning: most people don't have an asset problem in retirement, they have an income problem. Will they have enough money to enjoy in retirement?*Investment Management: ensuring the investments are managed in tune with the overall strategy, and with careful correlation to our client's stomach for risk. * Protection Analysis / Personal Risk Management. How does one protect themselves from loss
  • Gitterman Wealth Management, Llc
    Wealth Manager
    Gitterman Wealth Management, Llc Oct 2014 - Sep 2016
    Edison, Nj, Us
    Products and Services OfferedFinancial planning, financial advice, wealth management, asset management, stocks, bonds, mutual funds, exchange traded funds, annuities, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, & 529's. Specialties: *Retirement Income Planning: most people don't have an asset problem in retirement, they have an income problem. Will they have enough money to enjoy in retirement?*Investment Management: ensuring the investments are managed in tune with the overall strategy, and with careful correlation to our client's stomach for risk. * Protection Analysis / Personal Risk Management. How does one protect themselves from loss
  • National Financial Network
    Associate Partner
    National Financial Network Jun 2011 - Sep 2014
    New York, New York, Us
    Products and Services OfferedFinancial planning, financial advice, wealth management, asset management, stocks, bonds, mutual funds, exchange traded funds, annuities, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, & 529's.Specialties: *Retirement Income Planning: most people don't have an asset problem in retirement, they have an income problem. Will they have enough money to enjoy in retirement?*Investment Management: ensuring the investments are managed in tune with the overall strategy, and with careful correlation to our client's stomach for risk. * Protection Analysis / Personal Risk Management. How does one protect themselves from loss
  • Traiana, Inc
    Strategic Account Manager
    Traiana, Inc Mar 2007 - May 2011
    London, Gb
    Traiana, Inc focuses on post-trade integration in the foreign exchange, credit derivative & interest rate swaps, metals, equities and futures markets. Founded in 2000, it has evolved into being the industry standard in post-trade solutions. The Traiana Harmony platform provides a secure, scalable service to connect market participants through one central hub while providing efficient and fast communication of financial data.
  • Bloomberg, Lp
    Sales Team Leader
    Bloomberg, Lp Feb 2000 - Mar 2007
    New York, Ny, Us
    The Bloomberg Professional Service is a market data platform that covers multiple asset classes globally while providing news, analytics, messaging, portfolio monitoring and Excel download capabilities so that Financial Professionals can be more informed on the state of the markets allowing them to make better investment decisions for thier clients. During my tenure at Bloomberg, LP, I have covered and sold the service to both buy and sell-side shops, large institutions including Bank of America and Deutsche Bank, and also hedge funds and investment advisors. From April 2004 to the end of my time at Bloomberg, I ran a sales team of 8 people focusing on selling the Bloomberg Professional Service to Hedge funds, Investment Advisors and Private Equity firms in New York City.
  • Merrill Lynch
    Retirement Planning Specialist
    Merrill Lynch Sep 1998 - Feb 2000
    New York, Ny, Us
  • Merrill Lynch
    401(K) Account Representative
    Merrill Lynch Feb 1997 - Sep 1998
    New York, Ny, Us

Eric Mangold Wealth Manager To Healthcare Professionals Education Details

  • University Of Rhode Island
    University Of Rhode Island
    Personal Finance/Consumer Affairs

Frequently Asked Questions about Eric Mangold Wealth Manager To Healthcare Professionals

What company does Eric Mangold Wealth Manager To Healthcare Professionals work for?

Eric Mangold Wealth Manager To Healthcare Professionals works for Argosy Wealth Management, Llc

What is Eric Mangold Wealth Manager To Healthcare Professionals's role at the current company?

Eric Mangold Wealth Manager To Healthcare Professionals's current role is Physicians! Worried About Your Finances? Click the "Message" link and write "eBook" in the message. I'll send you my complementary no obligation eBook "The Five Things Physicians Can Do To Improve Their Financial Health".

What is Eric Mangold Wealth Manager To Healthcare Professionals's email address?

Eric Mangold Wealth Manager To Healthcare Professionals's email address is et****@****ers.com

What schools did Eric Mangold Wealth Manager To Healthcare Professionals attend?

Eric Mangold Wealth Manager To Healthcare Professionals attended University Of Rhode Island.

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