Jim Erb

Jim Erb Email and Phone Number

Private Wealth Advisor | CFP®, CLU®, ChFC®, RICP®, CASL® | 40+ Years Experience @ Continuum Wealth Partners
Jim Erb's Location
Greater Tampa Bay Area, United States
Jim Erb's Contact Details
About Jim Erb

Our highly credentialed planning team is built to provide our clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.

Jim Erb's Current Company Details
Continuum Wealth Partners

Continuum Wealth Partners

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Private Wealth Advisor | CFP®, CLU®, ChFC®, RICP®, CASL® | 40+ Years Experience
Jim Erb Work Experience Details
  • Continuum Wealth Partners
    Partner And Private Wealth Advisor
    Continuum Wealth Partners Oct 1979 - Present
    Tampa/St. Petersburg, Florida Area
    Our highly qualified planning team is built to provide our clients with the peace of mind that we are here not only for them but for their families long into the future. We work best with well-intentioned, busy professionals that want to ensure financial security for their families and their businesses yet know they need objective guidance and accountability. We assist in staying focused on the important aspects of their life and identify unique and efficient strategies designed for maximum effectiveness.
    View
  • Northwestern Mutual
    Private Wealth Advisor
    Northwestern Mutual Oct 1979 - Present
    Tampa/St. Petersburg, Florida Area
    View

Jim Erb Skills

Strategic Financial Planning Management Wealth Management Insurance Fundraising Finance Project Planning Financial Advisory Financial Services Securities Time Management Creative Direction

Jim Erb Education Details

Frequently Asked Questions about Jim Erb

What company does Jim Erb work for?

Jim Erb works for Continuum Wealth Partners

What is Jim Erb's role at the current company?

Jim Erb's current role is Private Wealth Advisor | CFP®, CLU®, ChFC®, RICP®, CASL® | 40+ Years Experience.

What is Jim Erb's email address?

Jim Erb's email address is ji****@****mfn.com

What is Jim Erb's direct phone number?

Jim Erb's direct phone number is +181326*****

What schools did Jim Erb attend?

Jim Erb attended Florida State University.

What are some of Jim Erb's interests?

Jim Erb has interest in The Centre Club, I Am A Tampa, Danielle And Kendall, Avila Golf And Country Club, Florida.

What skills is Jim Erb known for?

Jim Erb has skills like Strategic Financial Planning, Management, Wealth Management, Insurance, Fundraising, Finance, Project Planning, Financial Advisory, Financial Services, Securities, Time Management, Creative Direction.

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    4 +181426XXXXX

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