Goal Planning & Monitoring
Retirement
Income
Planning

An engaging speaker

for your next speaking engagement


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®; Vice President, Wealth Management


Physicians

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 enhancement strategies, including cash flow and tax control; and family money and wealth transfer. Book him for your next conference, meeting or seminar.

Professionals and Entrepreneurs

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™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above entities.