Eric Shaffer

Partner at Cardinal Wealth Advisers, LLC, CERTIFIED FINANCIAL PLANNER™

Financial Adviser at 360 Wealth Management, LLC in Dallas, TX

About

As a fully registered investment professional for more than 15 years, Eric holds the Financial Industry Regulatory Authority Series 7 and 66 securities registrations through LPL Financial. He is a member of the Dallas/Ft. Worth Financial Planning Association. Eric earned his CERTIFICATE IN FINANCIAL PLANNING™ from the University of North Texas and has attained the CERTIFIED FINANCIAL PLANNER™ practitioner certification. Eric measures his success by the strength and longevity of his client relationships. He strives to continuously provide his clients with the highest level of service, while seeking to learn about his clients’ desired lifestyle, long-term goals and retirement needs. This in-depth understanding of his clients, as people, enables him to recommend and implement custom-tailored investment and wealth management strategies. Specialties: As a CERTIFIED FINANCIAL PLANNER™, Eric focuses his knowledge and talents on creating comprehensive wealth-management strategies for his clients, by concentrating on overall portfolio management. Eric collaborates with attorneys and tax professionals to assist individuals, executives and business owners in effectively managing and protecting their wealth. He is well versed and experienced when it comes to the disciplines of investing for retirement and overall retirement planning.

Contact
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(972) 590-8808
Address
in Dallas, TX 75248
Info
None specified

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Servicing

Credentials

Licenses

Series 7
Series 66

Associations

DFW Financial Planning Association

Certifications

Certified Financial Planner

Background

Experience

Partner

Education

University of Texas at Austin