Eric Wolstenholme

About Eric Wolstenholme

At Tristate Financial Advisors (TFA), we specialize in helping employees and business owners with their employee benefit retirement plans. This includes 401k\'s, IRA\'s, Brokerage Accounts, 403b\'s, pension plans, employee stock ownership plans and SEP\'s.As a financial advisor, I help clients achieve their goals financially by developing, implementing and updating comprehensive financial plans that are specific to them. Everyone has different financial needs and situations that financial plans need to be tailored to.For a free consultation, call 21••••••21 to schedule an appointment today.Tristate Financial AdvisorsToday. Tomorrow. Together.Securities offered through TWS Securities, broker dealer, FINRA/MSRB/SIPC, Florida Financial Advisors is a Registered Investment Advisory firm in the state of FL

Experience

1. Regional Vice President

   Tristate Financial Advisors

   Jul 2024 — Present · Philadelphia, PA, US

   At Tristate Financial, we\'ve completely reinvented the concept of financial advice to take you and your financial future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture—your profession. Years of research and experience have taught us that your profession — what you do, where you do it and how you do it — has the greatest influence on your finances and future. That\'s why we\'ve designed it as the core foundation of our proven Advisory Model. With one of the largest financial networks in the country, our integrated platform of services helps put your financial picture into better focus.

Education

• Temple University

  Bachelor's degree, BBA in Finance and Real Estate