Eric Shaffer Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners
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Eric Shaffer Location
- Dallas, TX, US
Eric Shaffer Work
- 2020 -now CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners @ Kuhn Capital Partners
- 2014 -2020 CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser @ Mergent Group
- 2013 -2014 Financial Adviser and Planning Mgr @ VFG Securities, Inc./IFSG
- 2005 -2012 Financial Planner and Wealth Manager @ Quest Capital Management, Inc.
- 2001 -2005 Investment Adviser @
- 1995 -2001 Operations Manager - Investment Management Group @
Eric Shaffer Education
- The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA) (Finance)
Eric Shaffer Skills
- Strategic Financial Planning
- Portfolio Management
- Wealth Management
- Alternative Investments
- Retirement Planning
- Retirement Income Strategies
- Investment Advisory
- Investments
- Investment Management
- Asset Management
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Equities
- Financial Advisory
- Retirement
- Securities
- Strategic Planning
- Financial Services
- Certified Financial Planner
- Estate Planning
- Wealth Management Services
- Fixed Income
- High Net Worth Individuals
- 401k
- Microsoft Excel
- Training
- Project Planning
Eric Shaffer Summary
- Eric Shaffer, based in Dallas, TX, US, is currently a CERTIFIED FINANCIAL PLANNER™ and Wealth Management Adviser at Kuhn Capital Partners at Kuhn Capital Partners. Eric Shaffer brings experience from previous roles at Mergent Group, VFG Securities, Inc./IFSG, Quest Capital Management, Inc. and RBC Wealth Management. Eric Shaffer holds a Bachelor of Business Administration (BBA) in Finance @ The University of Texas at Austin - Red McCombs School of Business. With a robust skill set that includes Strategic Financial Planning, Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning and more.
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