Eric Filimon Email & Phone Number
Attorney @ Creative Planning Legal, P.A.
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Eric Filimon Location
- Orlando, FL, US
Eric Filimon Work
- Attorney @ (September 2022 - Present)
- Partner and Attorney @ (September 2022 - Present)
- Estate Planning Attorney @ (December 2021 - September 2022)
- Portfolio Consultant @ (June 2012 - December 2021)
- Private Client Advisor @ (June 2012 - December 2021)
- Senior Investment Consultant @ (August 2010 - June 2012)
- Sales Analyst @ (July 2009 - July 2010)
- Financial Planning Consultant @ (September 2006 - March 2009)
- Senior Investment Consultant @ (January 2004 - August 2006)
Eric Filimon Education
- Barry University - Dwayne O. Andreas School of Law
Juris Doctor
2017-2021 - Stetson University
MBA (Business Administration)
2010-2011 - Furman University
BA (Business Administration)
1998-2002
Eric Filimon Skills
- 401k
- Accounting
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Bloomberg
- Business Analysis
- Capital Markets
- Cash Management
- Competitive Analysis
- Credit
- Equities
- Equity Research
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Services
- Fixed Income
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Valuation
- Wealth Management
Eric Filimon Summary
- Eric Filimon, based in Orlando, FL, US, is currently a Attorney at Creative Planning Legal, P.A.. Eric Filimon brings experience from previous roles at Creative Planning Legal, P.A., Gordon Law Group, PLC and Charles Schwab. Eric Filimon holds a 2017 - 2021 Juris Doctor @ Barry University - Dwayne O. Andreas School of Law. With a robust skill set that includes 401k, Accounting, Alternative Investments, Asset Allocation, Asset Management and more. Eric Filimon has 2 emails and 1 mobile phone numbers on RocketReach.
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