Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® Email and Phone Number

Founder and President @ WealthTec
Fulton, MD, US
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s Location
Fulton, Maryland, United States, United States
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s Contact Details

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® work email

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® personal email

n/a

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® phone numbers

About Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®

CPA/financial planner turned technology entrepreneur with 30+ years of experience in the financial, tax and estate planning field. Creative force behind WealthTec, the leading provider of advanced financial and estate planning software used to serve the ultrahigh-net worth client population (wealthtec.com).

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s Current Company Details
WealthTec

Wealthtec

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Founder and President
Fulton, MD, US
Website:
wealthtec.com
Employees:
6
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® Work Experience Details
  • Wealthtec
    Founder And President
    Wealthtec
    Fulton, Md, Us
    View
  • Wealthtec
    Founder & President
    Wealthtec Mar 1999 - Present
    Developer of WealthTec Suite, the most advanced suite of financial and estate planning tools and presentations available. Program is suitable for private wealth management professionals who serve primarily or exclusively high-net worth and ultrahigh-net worth clients.WealthTec PlanXPRT is a back office strategic partnering solution where WealthTec uses WealthTec Suite and other proprietary wealth planning tools to generate comprehensive and/or focused planning reports for your wealthy clients.
    View
  • Ernst & Young
    Senior Manager
    Ernst & Young Jan 1989 - Feb 1999
    London, Gb
    Specialized in personal financial and estate counseling, tax planning/compliance, software development, communications and tax practice office support. Worked in EY's Mid-Atlantic Area practice offices 1989-95, Professional & Organizational Development 1995-96 and the firm's National Tax Department 1996-99.
    View

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® Skills

Strategic Financial Planning Estate Planning Financial Advisory Financial Planners Financial Modeling Personal Finance Finance Strategy Small Business Wealth Management Investments Entrepreneurship Financial Planning Financial Services Asset Management Financial Analysis Retirement Planning Asset Allocation Strategic Planning Software Development Computer Software Development Wealth Management Services Digital Media Videography Music Production Digital Marketing Music Videos Musical Theatre Video Online Marketing Online Advertising Google Analytics Video Production Video Editing Google Adwords Hd Video

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® Education Details

  • University Of Maryland
    University Of Maryland
    Accounting
  • University Of Maryland
    University Of Maryland
    Psychology
  • University Of Maryland
    University Of Maryland
    Zoology
  • College For Financial Planning
    College For Financial Planning
    Financial Planning

Frequently Asked Questions about Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®

What company does Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® work for?

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® works for Wealthtec

What is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s role at the current company?

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s current role is Founder and President.

What is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s email address?

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s email address is ho****@****tec.com

What is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s direct phone number?

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s direct phone number is +144353*****

What schools did Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® attend?

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® attended University Of Maryland, University Of Maryland, University Of Maryland, College For Financial Planning.

What skills is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® known for?

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® has skills like Strategic Financial Planning, Estate Planning, Financial Advisory, Financial Planners, Financial Modeling, Personal Finance, Finance, Strategy, Small Business, Wealth Management, Investments, Entrepreneurship.

Who are Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s colleagues?

Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s colleagues are Sayed Raza, Shaikh Sohrab, Faith Hlongwane, Tobe Maureen, Athar Abbas.

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