<span style="color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small; background-color: #ffffff;"> I specialize in crafting dynamic, personalized plans to align with your financial aspirations</span>
Tailored Financial Solutions
Portfolio Management:
Tailored investment strategies to optimize your portfolio, balancing risk and return to meet your financial goals and preferences.
Retirement Planning:
Comprehensive retirement solutions, guiding you through savings, investment, and withdrawal strategies for a secure and comfortable retirement.
Estate Planning:
Expert advice on preserving and transferring wealth, including wills, trusts, and other strategies to ensure your assets are managed according to your wishes.
Insurance Services:
Customized insurance solutions for life, health, and property, providing protection and peace of mind against unforeseen events and risks.
Tax Planning:
Strategic tax advice to minimize liabilities and maximize returns, ensuring efficient financial planning in compliance with the latest tax regulations.
Debt Management:
Guidance on effective debt reduction strategies, helping clients manage and eliminate debt to achieve financial freedom and improve overall financial health.
My Resume
Education
Bachelor's in Finance
University of PennsylvaniaPrestigious Ivy League institution providing a comprehensive finance program. Equips students with financial expertise, analytical skills, and a foundation for a successful finance career.
Financial Analyst Intern
Goldman Sachs (Summer 2013)Invaluable Financial Analyst Internship (Summer 2013) at global leader Goldman Sachs, offering hands-on experience and insights into dynamic financial markets.
Master of Business Administration
Harvard Business SchoolHarvard MBA cultivates strategic thinking and leadership skills, preparing graduates for impactful roles in finance through an innovative curriculum and global network.
Chartered Financial Analyst (CFA)
CFA InstitutePost-MBA pursuit of CFA designation signifies commitment to professional excellence in investment analysis, portfolio management, and ethical standards.
Job Experience
INVESTMENT ADVISER
VANGUARD ADVISERS, INCAnalyze market trends, assess investment opportunities, and provide strategic insights to optimize portfolio performance for clients.
FINANCIAL SERVICES REPRESENTATIVE
METLIFE SECURITIES INCExecute trades, manage client portfolios, and ensure compliance with regulations to facilitate successful financial transactions and client satisfaction.
BROKER
HORNOR TOWNSEND & KENT INCExamines trends and patterns in various industries to forecast seasonal fluctuations, aiding businesses in strategic planning and decision-making.
Completed Examination
State Securities Law Exam
Series 66 - Uniform Combined State Law ExaminationThe Series 66 exam, or Uniform Combined State Law Examination, is a financial licensing test administered by FINRA. It qualifies individuals as both securities agents and investment adviser representatives, covering state and federal securities laws
General Industry/Products Exam
SIE - Securities Industry Essentials ExaminationThe SIE (Securities Industry Essentials) Exam is an entry-level licensing exam administered by FINRA. It assesses fundamental securities industry knowledge, covering basic concepts and regulatory principles for prospective industry professionals.
General Industry/Products Exam
Series 7 - General Securities Representative ExaminationThe Series 7 exam, or General Securities Representative Examination, is a comprehensive licensing test administered by FINRA. It qualifies individuals to become registered representatives, allowing them to sell a wide range of securities products in the financial industry
ERIC PAUL ELMER
Over the course of my eight -year tenure in the investment market, I’ve consistently delivered exceptional results and amassed valuable experience. My track record stands as a testament to my ability to navigate market complexities and secure substantial gains for my clients. I take great pride in my strategic approach and insights, which have been instrumental in driving financial success. If you’re searching for a seasoned investment advisor, you’ve come to the right place. I’m eager to engage in a meaningful dialogue with you, offering valuable insights, innovative strategies, and tailored solutions to fuel your financial growth. Let’s connect and discuss how I can assist you in making informed and profitable investment decisions.
Testimonial
Aaron C. Clausen
Market EnthusiastExceptional Service Experience
I want to express my utmost satisfaction with the exceptional service provided by Eric Paul Elmer as my portfolio manager. Eric’s energy, attentiveness, and consistent communication have greatly contributed to my confidence in his management.
Sophia Mitchell
RetireeExemplary Success In Portfolio Management
Eric's management of my portfolio has been transformative. In just three months, I've seen impressive, consistent profits every week. Eric Paul Elmer strategic insights have turned my financial goals into a success story in progress. Thrilled with the results!
Brian I. Graves
Financial InvestorThriving Portfolio Success
Since Eric Paul Elmer took over the management of my Investment Portfolio about three months ago, it has consistently thrived. I now generate impressive profits on a weekly basis.
Contact Me Here
Eric Paul Elmer
Professional TraderI navigate the financial markets, employing expertise in analysis and strategy to profit from fluctuations, using advanced tools and risk management.
Email: support@ericpaulelmer.com