Eric Kittner
The Catholic University of America
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Eric Kittner is a highly experienced Managing Partner and Board Chairman at Moneta Group in the United States. With almost 20 years of work experience, he has a strong background in accounting and tax. Eric is passionate about building relationships and promoting proactive roles in his clients' lives. He has worked at Arthur Andersen and RubinBrown, LLP, gaining valuable experience in tax and tax. Eric's goal is to ensure exceptional service and build strong teams, while also developing the next generation of advisors.
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About
Eric Kittner earned his B.A. In Accounting from The Catholic University of America in Washington D.C. He also attended the London School of Economics. Prior to joining Moneta, he worked at Arthur Andersen and then spent time as a tax associate at RubinBrown, LLP. Looking to build relationships and have a more proactive role in his clients’ lives, Eric joined Moneta as an Advisor on the Sheehan Team in 2003. He was later promoted to Partner. On January 1, 2018, Eric was named Moneta’s Managing Partner and Board Chairman. As Managing Partner, Kittner is passionate about all things Moneta. “My goal is to ensure that we continue to care for our clients with exceptional service; that we continue to build great teams and maintain our independence; and that we develop the next generation of advisors so that the clients of the future can experience the same service that clients receive today.” In addition to his role as Managing Partner, Eric is dedicated to working with his team to approach every client‘s situation with a unique perspective. Each client is different, and variables such as age, earning capacity, and retirement goals impact the construction of the financial plan. By identifying realistic options and simplifying the complexities, the Kittner Team strives to make solid, progressive, and flexible financial plans and provide the tools needed to fulfill all of their client’s goals.
...See MoreWork Experience
Chief Executive Officer | Chairman Of The Board
Partner
Advisor
Financial Services
Eric Kittner's Professional Milestones
- Chief Executive Officer | Chairman Of The Board (2018-01-01~2021-04-01): Driving strategic partnership initiatives, elevating the company's global presence and strengthening market presence.
- Partner (2012-05-01~): Building strong financial partnerships, driving growth and providing exceptional results for clients.
Education
Accounting
1996-2000Certification
Colleagues
Gene M. Diederich, CPA, CFP®
Partner
Steven Finerty
owner argent capital moneta group retirement plan services
Cynthia Kirkpatrick, CPA, CFP®
Family Chief Financial Officer
Cynthia Kirkpatrick, CPA, CFP®
family cfo at moneta she lift project podcast founder international best-selling author speaker community volunteer
Gene Diederich
Chief Executive Officer
Other Named Eric Kittner
Frequently asked questions
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Eric Kittner works for Moneta Group
Eric Kittner's role in Moneta Group is Chief Executive Officer | Chairman Of The Board
Eric Kittner works in the industry of Financial Services
Eric Kittner's colleagues are Gene M. Diederich, CPA, CFP®,Steven Finerty,Cynthia Kirkpatrick, CPA, CFP®
Eric Kittner's latest job experience is Chief Executive Officer | Chairman Of The Board at Moneta Group
Eric Kittner's latest education in The Catholic University of America