Eric Coffman Location
Cleveland, OH, US
Eric Coffman Work
- 2009 - now Managing Partner, Wealth Advisor @ Wealth Impact Advisors, LLC
- 2003 - 2009 Vice President @ ValMark Advisers, Inc.
- 2003 - 2009 Vice President @ Valmark Financial Group
- 2001 - 2002 Premium Account Executive @ Fidelity Investments
Eric Coffman Education
- Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (M.B.A.) (Finance)
1995 - 2000 - The University of Akron
B.S.B.A. (Finance)
1986 - 1991
Eric Coffman Skills
- Retirement Planning
- Strategic Financial Planning
- Investments
- Retirement
- Pensions
- 401k
- Wealth Management
- Investment Management
Eric Coffman Summary
Eric Coffman, based in Cleveland, OH, US, is currently a Managing Partner, Wealth Advisor at Wealth Impact Advisors, LLC. Eric Coffman brings experience from previous roles at ValMark Advisers, Inc., ValMark Securities and Fidelity Investments. Eric Coffman holds a 1995 - 2000 Master of Business Administration (M.B.A.) in Finance @ Case Western Reserve University - Weatherhead School of Management. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Investments, Retirement, Pensions and more. Eric Coffman has 1 emails and 1 mobile phone numbers on RocketReach.
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