Eric Nelson
- Role
- President and Financial Advisor at Independence Wealth
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
President and Financial Advisor
Jul 2018 — Present
Eric helps his clients achieve financial independence. Eric is dedicated to learning about his clients’ personal goals and by focusing on their specific financial needs. Through a rigorous review process, Eric’s clients can realize an individualized financial strategy that helps reduce their financial risk and helps create financial clarity.
Education
Rutgers Business School
BS, Finance and Economics
Skills
- Retirement
- Risk Management
- Tax
- Banking
- Finance
- Sales
- Credit Analysis
- Insurance
- Investment Management
- Accounting
- Business
- Strategy
- Equities
- Financial Analysis
- Retirement Plan Consulting
- Management
- Public Speaking
- Investments
- Securities
- Strategic Financial Planning
- Mutual Funds
- Strategic Planning
- Financial Services
- Leadership
- Financial Planning
- Loans
- Wealth Management
- Portfolio Management
- Financial Modeling
- Estate Planning
- Retirement Planning
- Employee Benefits
- Credit
- Financial Advisory
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.