Eric Negron Email & Phone Number
Advisor Advocate | CEO @ Forefront Advisor Network
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Eric Negron Location
- Austin, TX, US
Eric Negron Work
- 2022 -now Advisor Advocate | CEO @
- 2026 -now Co-Managing Director and Co-Founder | Equity, Wealth and Tax Advisor @
- 2016 -now CEO | Certified Exit Planner |Wealth CFO @
- 2021 -now CEO | Partner | Shareholder @
- 2021 -now CEO | Advisor Advocate @
- 2023 -now Advisor Advocate and Podcast Host @
- 2023 -now Founder and Host @ Exit Planning Forum
- 2021 -now Provisors Member - Austin Group 1 @
- 2020 -2024 Co-Founder | Partner | Divorce Specialist @
- 2017 -2020 Co-Executive Director @ BANG - Big Audacious Networking Group
- 2017 -2019 Vice President of Finance | Board Member @
- 2014 -2016 President | Managing Partner | Financial Advisor @
- 2013 -2015 Committee Member @
- 2012 -2013 Co-Director of Membership @ Greater Austin Senior Alliance
- 2009 -2013 Vice President | Financial Advisor @
- 2006 -2009 Vice-President, Presidents Club @
Eric Negron Education
- The American College of Financial Services
Masters of Science in Financial Planning (Financial Planning and Services)
2023-2025 - The American College of Financial Services
Accredited Estate Planner® (Advanced Estate Planning)
2023-2025 - College for Financial Planning
Acredited Wealth Management Advisor | AWMA® (High Networth Financial Planning)
2009-2010 - Florida Gulf Coast University
(Finance and Economics)
2002-2008 - University of Phoenix
Bachelor of Science - BS (Business Administration and Management, General)
Eric Negron Skills
- Podcasting
- Video Podcasts
- Public Speaking
- Mergers & Acquisitions (M&A)
- Private Banking
- Private Equity
- Exit Strategies
- Exit Planning
- Strategic Financial Planning
- Investments
- Wealth Management
- Estate Planning
- Retirement
- Asset Management
- Finance
- Insurance
- Asset Allocation
- Financial Services
- Management
- Small Business
- Equities
- Wealth
- Wealth Management Services
- Tax
- Sales
- Real Estate
- Risk Management
- High Net Worth Individuals
- Series 7
- Investment Advisory
- Mutual Funds
- 401k
- Portfolio Management
- Long Term Care Insurance
- Alternative Investments
- IRAs
- Financial Planners
- Banking
- Relationship Management
- Credit
- Roth IRA
- Bonds
- Life Insurance
- 401k Rollovers
- Financial Advisory
- Investment Strategies
- Retirement Planning
- Securities
- Investment Management
- Wealth Accumulation
- Training
- Disability Insurance
- Employee Benefits
- Mortgage Lending
- Options
- 529 Plans
- Fixed Annuities
- ETFs
- Microsoft Excel
- Accounting
- Strategic Planning
Eric Negron Summary
- Eric Negron, based in Austin, TX, US, is currently a Advisor Advocate | CEO at Forefront Advisor Network. Eric Negron brings experience from previous roles at Equity Comp Advisors, Forefront, Forefront Tax Partners and Forefront Insurance Partners. Eric Negron holds a 2023 - 2025 Masters of Science in Financial Planning in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Podcasting, Video Podcasts, Public Speaking, Mergers & Acquisitions (M&A), Private Banking and more. Eric Negron has 1 emails and 3 mobile phone numbers on RocketReach.
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