Eric Flaten

Eric Flaten Work

Financial Advisor

@ Simplicity Group

Founder

@ ePERSONAL FINANCIAL

Financial Adviser

@ Sowell Management

Eric Flaten Education

2001 - 2002 College for Financial Planning
1982 - 1986 Washington State University

Eric Flaten Skills

College ApplicationsCollege Savings PlansCollege Education PlanningWealth ManagementFinancial AdvisoryRetirement PlanningFinancial PlanningInvestment AdvisoryNon-Qualified Deferred CompensationHigh Net Worth IndividualsRetirementInvestmentsAsset AllocationPortfolio ManagementFinancial ServicesInvestment StrategiesFinanceLong-term CareAsset ManagementMutual FundsAlternative InvestmentsEstate PlanningStrategic PlanningStrategic PartnershipsFinancial TechnologyBusiness StrategyBusiness DevelopmentLeadershipFinancial AnalysisSuccession PlanningDue DiligenceFiduciaryElder Financial ReviewExecutive Benefit StrategiesPre-retirement PlanningLife InsuranceWealth Management ServicesInvestment ManagementWealth Preservation PlanningMulti-generational wealth transferWealth AccumulationCash Flow ManagementTax PlanningWealth TransferCash Flow ForecastingCash Flow AnalysisFinancial ModelingFinancial RiskFixed Income StrategiesManaged MoneyMicrosoft OfficeMicrosoft ExcelMicrosoft PowerPointSocial MediaEquity CompensationNon Qualified Deferred CompensationEntrepreneurshipTrainingLong Term CareStartupsMarketing StrategyPre Retirement Planning

Eric Flaten Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Eric Flaten currently works at ePERSONAL FINANCIAL as Eric Flaten - Founder at ePERSONAL FINANCIAL.

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