Eric Reinhold, MBA, CFP®, APMA
Senior Wealth Advisor
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:
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.
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.
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.
Learn more
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Investment Management
Retirement Income Strategies
Wealth Preservation Strategies
Charitable Giving
Comprehensive Financial Planning
Charitable Giving Options
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United States Naval Academy, Annapolis, MD, B.S. Economics
University of Baltimore, Baltimore, MD, MBA
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CFP® CERTIFIED FINANCIAL PLANNER™
APMA™ Accredited Portfolio Management Advisor™
CMFA® Certified Military Financial Advisor®
QKA® Qualified Kingdom Advisor (2005)
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Senior Executives
Entrepreneurs
Retirees
Divorcees & Widows
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Financial Planning Association
National Association of Divorce Professionals (NADP)
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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
My wife Kim and I have been married for 38 years, and blessed with three children, two of which are with me in business and four grandchildren.
Service
“Religion that God our Father accepts as pure and faultless is this: to look after orphans and widows in their distress and to keep oneself from being polluted by the world.”
— James 1:27
