Certified Financial Planner | TM | Practitioner@ Cetera Advisor Networks LLC
Chicago, Illinois, United States
Eric Perkins, CFP(R)
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DePaul University
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FlashIntel GPTEric Perkins, CFP(R) is an experienced CERTIFIED FINANCIAL PLANNERtm practitioner and former US Marine with 36.1 years of work experience. He specializes in providing financial planning and protection for individuals, from Coporate Executives to Retirees. Eric's expertise includes Employee Benefits, Long Term Care Planning Strategies (LTC), Tax Reduction Plans, Asset Protection Strategies (LTC), Retirement Planning Supplement Accounts, 401k/403b plans, and other investment strategies. He has worked in various roles, including Oig Investigator at The Clerk of the Circuit Court of Cook County and Certified Financial Planner(TM) Practitioner at Cetera Advisor Networks LLC.
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Emails and Phone Numbers
About
I am an experienced CERTIFIED FINANCIAL PLANNERtm practitioner and former US Marine. I help individuals plan for their retirement and protect their assets. My clients range from Coporate Executives to Retirees. We work together to develop a strategy that suits them. My areas of expertise include: Employee Benefits, Long Term Care Planning Strategies (LTC), Tax Reduction Plans including Estate Taxes,, Asset Protection strategies such as Retirement Planning Supplement Accounts, 401k/403b plans & other investment strategies.
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Certified Financial Planner | TM | Practitioner
Financial Services
Eric Perkins, CFP(R)'s Professional Milestones
- Financial Planner (2002-03-01~2008-07-01): Optimized financial processes, resulting in improved profitability and streamlined budgeting processes.
- Usmc Embassy Duty (1987-09-01~1990-03-01): Implementing effective strategies to enhance diplomatic relations and ensure effective communication between the USMC and European institutions.
Education
Skill
Series 63
Financial Goals
Health Insurance
Fixed Annuities
Certified Financial Planner
Series 65
Retirement
Life And Health Insurance Licenses
Series 7
Retirement Planning
Life Insurance
Certification
Colleagues
Grant Nixon
business owner at wgn benefits
Wayne D. Green, CFP®
financial advisor & owner of wdg associates inc
Howard Genden CES, CFS, MSFS
owner at pace financial services - 80 n centre ave 319
Suzanne E. Baxter, CFP(R)
Certified Financial Planner
Shirley Fisk
Owner
Other Named Eric Perkins, CFP(R)
Frequently asked questions
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Eric Perkins, CFP(R)'s social media include: Linkedin,
Eric Perkins, CFP(R) works for Cetera Advisor Networks LLC
Eric Perkins, CFP(R)'s role in Cetera Advisor Networks LLC is Certified Financial Planner | TM | Practitioner
Eric Perkins, CFP(R) works in the industry of Financial Services
Eric Perkins, CFP(R)'s colleagues are Grant Nixon,Wayne D. Green, CFP®,Howard Genden CES, CFS, MSFS
Eric Perkins, CFP(R)'s latest job experience is Certified Financial Planner | TM | Practitioner at Cetera Advisor Networks LLC
Eric Perkins, CFP(R)'s latest education in DePaul University
