Eric C. Furstner,  CFP<sup>&reg;</sup> - Financial Advisor

Eric C. Furstner, CFP®

Sr. Financial Strategist

The Furstner Group, Inc.

2400 Camino Ramon, Ste 265
San Ramon, CA 94583-4350
FINANCIAL ADVISOR'S WEBSITE
(925) 659-8800

General

Eric Furstner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Furstner Group, Inc. in San Ramon, CA and the surrounding communities.

Financial Advisor Overview

What makes us different?


The Furstner Group, Inc.
offers a full range of financial products and services. We believe that tax strategies, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.


Mission Statement


It is our mission to make a material difference in our client's lives by joining in partnership to proactively focus on the critical financial issues that present themselves on a regular basis. We strive to assist our clients by bringing together research, perspective, experience and products so that sound financial decisions can be made. The focus is to foster the creation and preservation of wealth to establish financial independence today to help maximize the perpetuation of wealth for the benefit of generations to come.

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Financial Advisor Experience

Eric Furstner, CFP® CLU ChFC is a professional in the field of Financial Planning, Insurance and Investment Strategies. Since his graduation from Santa Clara University in 1984, he has been serving the Santa Clara Valley helping people reach their financial goals and dreams. Eric has attained his Certified Financial Planner™   (CFP® ) designation from the College for Financial Planning in Denver, Colorado in addition to earning the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in Bryn Mawr, Pennsylvania. Since 1987, he has been a qualifying member of the prestigious Million Dollar Round Table, an honor bestowed upon only 3% of his industry. These organizations and their members are committed to the highest ethics in serving the public.


Personal Philosophy:
"I will, in light of all circumstances surrounding my client, make every conscientious effort to determine and understand, then give my client that service which, had I been in the same circumstances, I would have applied to myself."

 

Eric utilizes a wide array of financial products and services to complement virtually any financial situation and is qualified to coordinate the varied concerns and considerations of your attorney, accountant, banker, and/or trust officer to find solutions suited to your financial needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: CA FL HI ID KS MA MT NV WA
  • Health/disability insurance: CA FL HI ID KS MA MT NV WA
  • Fixed annuities: CA FL HI ID KS MA MT NV WA
  • Variable annuities: CA FL HI ID KS MA MT NV WA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Eric Furstner is a registered representative of and offers securities and investment advisory, services through MML Investors Services, Inc. member SIPC (2121 North California Blvd, Walnut Creek, CA 94596, phone: 925-979-2300). Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. *Fee-based financial planning offered through The Furstner Group, Inc., a Registered Investment Adviser.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Medical & Health Issues

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Helpful Financial Planning Resources