Eric Sousa

Role: the Advisory Group of San Francisco, Llc at The Advisory Group Of San Francisco, Llc
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Eric Sousa

Financial services professional with capital markets and wealth management experience…

Experience

the Advisory Group of San Francisco, Llc
The Advisory Group Of San Francisco, Llc
Present

Skills

Economics
Stata
R
Data Entry
Microsoft Office
Microsoft Excel
Powerpoint
Microsoft Word
Outlook
Spanish
Data Analysis
Public Speaking
Customer Service
Social Media
Teamwork
Financial Reporting
Project Management
Client Relations
Process Management
Financial Analysis
Financial Accounting
Communication
Database Management System (Dbms)
Financial Statement Analysis
Customer Relationship Management (Crm)

Contact information

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Work email
e•••@advisorygroupsf.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••42

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Current company

The Advisory Group Of San Francisco, Llc

Investment Advice · 32 employees · Founded 1999 · San Francisco, California, United States

Life-changing financial advice for Northern California business owners and leaders. We help you with your personal wealth financial plan and investments, retirement plans for your employees, or your impact in the community through endowments and foundations. The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been a true fiduciary since the beginning, putting the interests of our clients above all else. We guide our clients through complex life-changing and smaller day-to-day decisions in the face of national and world economic events. Forward-focused, we combine our experience and expertise to help you make choices knowing the totality of your financial picture. When you work with us, you benefit from a fellow Bay Area business—a tight-knit cohort of expert advisors—that offers boutique-quality financial planning and investment services. Plus, you gain the advantage of top-tier research only billion-dollar entities are normally privy to. The end result is having a team you can count on to anticipate what you need and free up your time to focus on what’s most important to you. The Advisory Group of San Francisco, LLC

advisorygroupsf.com

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About Eric Sousa

Experience

the Advisory Group of San Francisco, Llc

Skills

Find verified contacts for anyone on LinkedIn