Eric Stutzman Email & Phone Number
Wealth Advisor @ Selkirk Wealth Advisors, LLC
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Eric Stutzman Location
- Spokane, WA, US
Eric Stutzman Work
- Wealth Advisor @ (November 2014 - Present)
- Wealth Advisor @ (January 2013 - November 2014)
- Associate @ (October 2010 - October 2012)
- Associate in Trading and Portfolio Management @ Summit Capital Group LLC (February 2007 - July 2010)
- Assistant Vice President @ (February 2003 - February 2007)
Eric Stutzman Education
- College for Financial Planning
Financial Planning
2012-2014 - University of Puget Sound
BS (Business, Computer Science)
1998-2002
Eric Stutzman Skills
- Asset Management
- Asset Managment
- Comprehensive Planning
- Coordination
- Equities
- Estate Planning
- Estate Tax Planning
- Family Office
- Family Wealth Management
- Financial Advisory
- Financial Modeling
- Financial Planning
- Hedge Funds
- High Net Worth Individuals
- High Net Worth Insurance
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Multi-generational wealth transfer
- Portfolio Management
- Retirement Planning
- Securities
- Strategic Financial Planning
- Trading
- Wealth
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- Multi Generational Wealth Transfer
- Complex Analysis
Eric Stutzman Summary
- Eric Stutzman, based in Spokane, WA, US, is currently a Wealth Advisor at Selkirk Wealth Advisors, LLC. Eric Stutzman brings experience from previous roles at Etesian Wealth Advisors, Inc, Abridge Partners, Summit Capital Group LLC and Guy Carpenter. Eric Stutzman holds a 2012 - 2014 Financial Planning @ College for Financial Planning. With a robust skill set that includes Asset Management, Asset Managment, Comprehensive Planning, Coordination, Equities and more. Eric Stutzman has 2 emails and 1 mobile phone numbers on RocketReach.
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