Eric Penz
Senior Advisor at Private Advisory | Specializing in Integrated Wealth Strategies and Financial Planning
- Role
- Financial Advisor at Private Advisory
- Location
- Redmond, WA, US
- LinkedIn followers
- 500 followers
About Eric Penz
As Senior Advisor at Private Advisory Group, I’m committed to delivering strategic…
Experience
Financial Advisor
Sep 2014 — Present
Lead Investment Advisor to Northwest Families and Small Businesses. Using a team approach, we integrate and bring to bear key financial disciplines such as investment, tax, estate, and insurance on behalf of our clients.
Education
Eastern Washington University
Bachelor of Applied Science (B.A.Sc.), Environmental Biology
1992 — 1995
Skills
- General Insurance
- Term Life Insurance
- Stock Analysis
- Stock Valuation
- Wealth Management
- Fixed-Income Strategies
- 401(K) Rollovers
- Estate Investment Planning
- Fixed Annuities
- Casualty
- Disability Insurance
- Commercial Insurance
- Umbrella Insurance
- Property & Casualty Insurance
- Risk Management
- Financial Advisory
- Investments
- Homeowners
- Liability
- Renters
- Retirement Planning
- Investment Planning
- Long Term Care Insurance
- Insurance
- Managerial Finance
- Life Insurance
- Long-Term Care
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