Financial Advisor @ Sontag Advisory (January 2013 - October 2019)
Eric Dostal Education
St. John's University School of Law
Juris Doctor, cum laude (Law)
2010-2013
SUNY Geneseo
Bachelor of Arts, magna cum laude (History)
2006-2010
Eric Dostal Skills
Asset Management
Personal Tax Planning
Financial Planning
Estate Planning
Retirement Planning
Investments
Insurance
Asset Allocation
Financial Goals
529 Plans
Savings
Financial Advisory
Investment Management
Wealth Management
Wealth Management Services
Certified Financial Planner
401k Rollovers
Investment Advisory
Eric Dostal Summary
Eric Dostal, based in New York, NY, US, is currently a Managing Director at Wealthspire Advisors. Eric Dostal brings experience from previous roles at Wealthspire Advisors and Sontag Advisory. Eric Dostal holds a 2010 - 2013 Juris Doctor, cum laude in Law @ St. John's University School of Law. With a robust skill set that includes Asset Management, Personal Tax Planning, Financial Planning, Estate Planning, Retirement Planning and more. Eric Dostal has 2 emails and 2 mobile phone numbers on RocketReach.
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