An Engaging Speaker for Your Next SpeakingEngagement
Eric Wheeler, “Your Personal Wealth Advisor,” is a Certified Financial Planner™ professional with more than 25 years of financial industry experience. He is an author and sought-after speaker for seminars, meetings and conferences who delivers engaging and informative keynote presentations on subjects such as financial planning, wealth management and tax mitigation strategies. Invite him to your next event.
“I sincerely care about helping people solve their most pressing financial issues so they can have confidence in their financial future to enjoy life and help others in the process.”
– Eric Wheeler, CFP®; Branch Manager
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Eric Wheeler speaks to physicians
Eric Wheeler, CFP® Professional, “Your Personal Wealth Advisor” delivers keynote presentations specific to the needs, concerns and issues of practicing and retiring physicians. Topics include avoiding the seven major financial mistakes many physicians make; wealth management strategies, including cash flow and tax control; and family money and wealth transfer. Book him for your next conference, meeting or seminar.
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Eric Wheeler speaks to professionals and entrepreneurs
Eric Wheeler, CFP® Professional, “Your Personal Wealth Advisor” delivers keynote presentations specific to the needs, concerns and issues of professionals and entrepreneurs. Topics include avoiding the seven major financial mistakes many professionals and entrepreneurs make; wealth enhancement strategies, including cash flow and tax control; and family money and wealth transfer. Book him for your next conference, meeting or seminar.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, 
