Eric F. Green,  CFP<sup>&reg;</sup> - Financial Advisor

Eric F. Green, CFP®

AIF® CKA®

718.82 Miles

Purpose Financial Advisors. LLC

720 W Boone Ave
Spokane, WA 99201
FINANCIAL ADVISOR'S WEBSITE
(509) 328-6653

General

Eric Green is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Purpose Financial Advisors. LLC in Spokane, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Certified Kingdom Advisor® (CKA®)

Insurance Licenses

  • Life insurance: WA
  • Fixed annuities: WA
  • Variable annuities: WA

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, Inc. a registered investment advisor. Strategic Wealth Advisors Group, Inc. and Purpose Financial Advisors, LLC are separate entities from LPL Financial.

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth

More

Helpful Financial Planning Resources