Eric Kala Email & Phone Number
CEO | Wealth Advisor @ Avid Wealth Partners
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Eric Kala Location
- San Antonio, TX, US
Eric Kala Work
- CEO | Wealth Advisor @ (July 2017 - Present)
- Wealth Management Advisor | Estate and Business Planning Advisor @ (November 2008 - July 2020)
- Communication and Navigation Mission Systems Specialist @ (January 2002 - January 2007)
Eric Kala Education
- The University of Chicago Booth School of Business
Certified Private Wealth Advisor® Program
2017-2018 - The Wharton School
IMCA Certified Investment Management Analyst Certification Program (Investment Management Analyst)
2016-2016 - Richard D. Irwin Graduate School of The American College
Accredited Estate Planner (Advanced Estate Planning)
2015-2016 - The American College of Financial Services
CFP®, AEP®, CLU®, ChFC®
2008-2016 - Wayland Baptist University
B.S. (Management)
2006-2008
Eric Kala Skills
- Management
- Financial Planning
- Finance
- Investments
- Customer Service
- Insurance
- Leadership
- Strategic Planning
- Wealth Management
- Financial Advisory
- Goals
- Coach
- CFP
- business planning
- Succession Planning
- Estate Planning
- Tax Planning
Eric Kala Summary
- Eric Kala, based in San Antonio, TX, US, is currently a CEO | Wealth Advisor at Avid Wealth Partners. Eric Kala brings experience from previous roles at Northwestern Mutual and United States Air Force. Eric Kala holds a 2017 - 2018 Certified Private Wealth Advisor® Program @ The University of Chicago Booth School of Business. With a robust skill set that includes Management, Financial Planning, Finance, Investments, Customer Service and more. Eric Kala has 3 mobile phone numbers on RocketReach.
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