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

  • Physicians
  • Professionals and Entrepreneurs

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.