Eric Delaney
Senior Wealth Management Advisor, CFP
- Role
- Senior Wealth Management Advisor at Momentum Wealth Partners
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Eric Delaney
Momentum Wealth Partners is built on the belief that advisors are the heart of the…
Experience
Senior Wealth Management Advisor
Nov 2024 — Present · Raleigh, NC, US
Skills
- Insurance
- Personal Finance
- Disability Insurance
- Retirement Planning
- Finra
- Strategic Financial Planning
- Certified Financial Planner
- Financial Services
- Financial Planning
- Life Insurance
- Fixed Annuities
- Securities
- Estate Planning
- Asset Management
- Long Term Care Insurance
- Investments
- Iras
- Investment Management
- 529 Plans
- Financial Advisory
- Roth Ira
- 401k
- Annuities
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