Eric Reinhold, MBA, CFP®, APMA

Senior Wealth Advisor

My approach

Regardless of any previous experience you may have had with a financial advisor, as with any other profession, not all advisors are the same.

I believe my approach is significantly different than most advisors in the following ways:

  1. We discuss your goals and dreams, and strategies that may help you accomplish them. Success is measured against your personal goals not an arbitrary stock market index.

  2. I work with a limited number of clients and proactively help them manage their investments using strategies tailored to each client’s goals, objectives, time horizon and risk tolerance.

  3. I am transparent in regards to the fees I charge and the investments I recommend. It is important to me to articulate this information so clients can determine if they are receiving value they expect for the fees they are paying.

If you don't feel you have a clear understanding of how you are going to reach your goals, or whether your current investments will help you get there, I am happy to provide you with a second opinion at no charge or obligation.

Areas of Focus

  • Investment Management

  • Retirement Income Strategies

  • Wealth Preservation Strategies

  • Charitable Giving

  • Comprehensive Financial Planning

  • Charitable Giving Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

  • APMA™ Accredited Portfolio Management Advisor™

  • CMFA® Certified Military Financial Advisor®

  • QKA® Qualified Kingdom Advisor (2005)

Client Specialization

  • Senior Executives

  • Entrepreneurs

  • Retirees

  • Divorcees & Widows

Education

  • United States Naval Academy, Annapolis, MD, B.S. Economics

  • University of Baltimore, Baltimore, MD, MBA

Professional Associations

  • Financial Planning Association

  • National Association of Divorce Professionals (NADP)

Community

  • Finance Committee at First Baptist Church Umatilla.

  • Life Group Leader at First Baptist Church Umatilla

  • President of Character-4-Kids, Inc. A non-profit to provide books of good moral character to inner city after school reading programs, children's hospitals, and foster children. Character-4-Kids, Inc

  • Florida Citrus Sports - Cheez-It Bowl & Citrus Bowl Scout Committee Orlando

  • Member of The Brotherhood, U.S. Naval Academy football player alumni.

 Meet My Family

 Client Events

Service