Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® Email & Phone Number
@wealthtec.com
5 phones found area 443 and 301
LinkedIn matched
Who is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®? Overview
A concise factual answer block for searchers comparing this professional profile.
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® is listed as Founder and President at WealthTec, a with 6 employees, based in Fulton, Maryland, United States. AeroLeads shows a work email signal at wealthtec.com, phone signal with area code 443, 301, and a matched LinkedIn profile for Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®.
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® previously worked as Founder & President at Wealthtec and Senior Manager at Ernst & Young. Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® holds B.S., Accounting from University Of Maryland.
Email format at WealthTec
This section adds company-level context without repeating Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s masked contact details.
AeroLeads found 2 current-domain work email signals for Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®. Compare company email patterns before reaching out.
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).
Listed skills include Strategic Financial Planning, Estate Planning, Financial Advisory, Financial Planners, and 32 others.
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® work experience
A career timeline built from the work history available for this profile.
Founder & President
CurrentDeveloper 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.
Senior Manager
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.
Colleagues at WealthTec
Other employees you can reach at wealthtec.com. View company contacts for 6 employees →
Sayed Raza
Colleague at WealthtecMumbai, Maharashtra, India
View →
TM
Tobe Maureen
Colleague at WealthtecNigeria
View →
FH
Faith Hlongwane
Colleague at WealthtecPretoria, Gauteng, South Africa
View →
SS
Shaikh Sohrab
Colleague at WealthtecMumbai, Maharashtra, India
View →
AA
Athar Abbas
Colleague at WealthtecIndia
View →
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® education
B.S., Accounting
B.S., Psychology
B.S., Zoology
M.S., Financial Planning
Frequently asked questions about Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®
Quick answers generated from the profile data available on this page.
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 WealthTec?
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® is listed as Founder and President at WealthTec.
What is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s email address?
AeroLeads has found 2 work email signals at @wealthtec.com for Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® at WealthTec.
What is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 443, 301 for Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® at WealthTec.
Where is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® based?
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® is based in Fulton, Maryland, United States while working with WealthTec.
What companies has Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® worked for?
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® has worked for Wealthtec and Ernst & Young.
Who are Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s colleagues at WealthTec?
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®'s colleagues at WealthTec include Sayed Raza, Tobe Maureen, Faith Hlongwane, Shaikh Sohrab, and Athar Abbas.
How can I contact Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima®?
You can use AeroLeads to view verified contact signals for Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® at WealthTec, including work email, phone, and LinkedIn data when available.
What schools did Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® attend?
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® holds B.S., Accounting from University Of Maryland.
What skills is Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® known for?
Howard Eisenberg, Cpa/Pfs, Cfp®, Cpwa®, Cima® is listed with skills including Strategic Financial Planning, Estate Planning, Financial Advisory, Financial Planners, Financial Modeling, Personal Finance, Finance, and Strategy.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial