Eric J. Weissgarber,  CFP<sup>&reg;</sup> - Financial Advisor

Eric J. Weissgarber, CFP®

MBA AIF CLU

Senior Wealth Manager

Client Centric Wealth Management

19230 Stone Oak Pkwy, Ste 315
San Antonio, TX 78258
FINANCIAL ADVISOR'S WEBSITE
(866) 378-4470
(210) 807-7599

General

Eric Weissgarber is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Client Centric Wealth Management in San Antonio, TX and the surrounding communities.

Financial Advisor Experience

I'm 62, started investing while in college. I've owned several businesses. I have my MBA with honors and am passionate about my client's well being.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Tx
  • Health/disability insurance: Tx
  • Fixed annuities: Tx
  • Variable annuities: Tx

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth

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