Eric Penz Location
- Redmond, WA, US
Eric Penz Work
- 2014 - now Financial Advisor @
- 2013 - 2014 Financial Advisor @
- 1997 - 2012 Agent @
- 1997 - 2012 Owner @ The Penz Agency
Eric Penz Education
- Eastern Washington University
Bachelor of Applied Science (B.A.Sc.) (Environmental Biology)
1992 - 1995
Eric Penz Skills
- Insurance
- Umbrella Insurance
- Investments
- Homeowners
- Life Insurance
- Property & Casualty Insurance
- Fixed Annuities
- Term Life Insurance
- Retirement Planning
- Disability Insurance
- Renters
- Liability
- General Insurance
- Risk Management
- Commercial Insurance
- Long-term Care
- Casualty
- Long Term Care Insurance
- Wealth Management
- Stock Valuation
- Financial Advisory
- Managerial Finance
- 401(k) Rollovers
- Investment Planning
- Estate Investment Planning
- Fixed-Income Strategies
- Stock Analysis
- Sales
- Furniture
- Fixed Income Strategies
- Long Term Care
- Property and Casualty Insurance
- 401k Rollovers
- 401 Rollovers
Eric Penz Summary
- Eric Penz, based in Redmond, WA, US, is currently a Financial Advisor at Private Advisory. Eric Penz brings experience from previous roles at Wells Fargo Advisors, Allstate and The Penz Agency. Eric Penz holds a 1992 - 1995 Bachelor of Applied Science (B.A.Sc.) in Environmental Biology @ Eastern Washington University. With a robust skill set that includes Insurance, Umbrella Insurance, Investments, Homeowners, Life Insurance and more. Eric Penz has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Private Advisory Group Employees
Chris Bean
Chief Executive Officer
Redmond, WA, US
Jessica Combs
Associate Advisor
Kirkland, WA, US
Jon Bishopp
Chief Risk and Compliance Officer (CRO and CCO)
Redmond, WA, US
Eric Penz
Financial Advisor
Redmond, WA, US
Todd Hillstead
Partner and Advisor
United States
Vy Nguyen
Associate Advisor
United States
Jesse Heath
Client Services
Kirkland, WA, US
Bonnie Bradford
Operations Associate
Seattle, WA, US
Linda Molenaar
Client Service Lead
Redmond, WA, US
Kitsi Ludeman
Chief Operations Officer
Draper, UT, US
Angelina Bulbotka
Associate Advisor
Lynnwood, WA, US
Wes Jensen
Financial Advisor
Lehi, UT, US
Grant Porter
Business Analyst
Bellevue, WA, US
Stephen Reeves
Investment Analytics and Trading
Provo, UT, US
Josh Glenn
Financial Planner
Lehi, UT, US
Parker Anderson
Associate Advisor
Salt Lake City, UT, US
Thevin Lee
Private Advisory
Los Angeles, CA, US
Adam Powell
Financial Advisor
Redmond, WA, US
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