Eric Blattner, CFP<sup>&reg;</sup> - Financial Advisor

Eric Blattner, CFP®

CFA, CIMA®, EA

Partner, Wealth Advisor

Divvi Wealth Management

1520 Clay St Ste D5
Kansas City, MO 64116
FINANCIAL ADVISOR'S WEBSITE
(816) 237-8885 CONNECT WITH Eric
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General

Eric Blattner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Divvi Wealth Management in Kansas City, MO and the surrounding communities.

Financial Advisor Experience

Eric joined Divvi Wealth Management in 2022. In addition to working with individuals and families to plan and manage investment portfolios, Eric is responsible for leading the DWM Investment Committee. Prior to joining DWM, Eric worked at Macquarie Asset Management as Head of Product Management for Equities and Fixed Income. He also spent 15 years at Ivy Investments serving in a variety of roles. Most recently, he was the Head of Product Management and Development and served on the Executive Leadership Team. Prior to that, Eric served the Tennessee and Kentucky markets in external sales. Eric is a Chartered Financial Analyst (CFA), a CERTIFIED FINANCIAL PLANNER Practitioner (CFP®), a Certified Investment Management Analyst (CIMA®), an Enrolled Agent, and a Fundamentals of Sustainable Accounting credential holder. He is a member of the CFA Institute, the CFA Society of Kansas City, and the Financial Planning Association (FPA) of Greater Kansas City. Eric earned his B.S. in Accounting and Finance with a minor in Economics from Kansas State University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Analyst (CFA)
  • Other - EA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Stocks & Bonds, Succession Planning, Personal Taxes

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