Eric Dorman

About Eric Dorman

Thank you for visiting my profile. I am Eric Dorman, Certified Financial Planner and…

Experience

1. Certified Financial Planner - Partner

   Affiliated Financial Planners

   Aug 2008 — Present · Schnecksville, PA

   As independent financial planners, my partner Tom Hock and I are both CFP(R) and combined have over 61 years of experience. We specialize in the family and small business market and seek to provide alternative financial solutions for weathering today\'s tough economic markets in the areas of Education Funding, Retirement Accumulation and Distribution Planning, and Generational Wealth Transfer.I have a BS in Business Management from the Smeal College of Business at Penn State University. In 2006 I was awarded the CERTIFIED FINANCIAL PLANNER™ designation. To earn this credential, one must demonstrate expertise and mastery of over 100 planning concepts, pass a rigorous examination, adhere to a strict code of ethics, and fulfill annual continuing education requirements.Eric Dorman may only discuss and/or transact securities business with residents of the following states: PA, OH, VA, DC, NC, SC, FL, DE, VT, MA

Skills

• Securities
• Strategy
• Portfolio Management
• Long-Term Care
• 401k Rollovers
• Uniform Combined State Law
• Mutual Funds
• Financial Planning
• Series 63
• Iras
• Wealth
• Finance
• Series 7
• Small Business
• Long Term Care Insurance
• Succession Planning
• Investment Strategies
• 401k
• Roth Ira
• Life Insurance
• Estate Planning
• Retirement Planning
• Certified Financial Planner
• Management
• Series 6
• Asset Allocation
• Ownership
• Strategic Planning
• Investments
• Financial Advisory
• Wealth Accumulation
• Retirement
• Financial Planners
• Strategic Financial Planning
• Wealth Management
• Fixed Annuities
• Investment Advisory