Eric Michalski
Wealth Advisor at Carson Wealth
Based in Atlanta, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Atlanta
Industry
Financial Services
Company size
304
Contact information
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e•••••••@carsonwealth.com
Phone
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Background
About Eric Michalski
CERTIFIED FINANCIAL PLANNER™ FINRA Series: 7 and 66 GA Insurance: Life, Health, Variable, Property & Casualty. Specialties: Three Dimensional Planning, Education and Analysis on Executive benefits, 401k, Stock options, Pensions, Investment and Retirement planning, Insurance strategies, Education planning. Eric entered the financial services industry in shortly after moving to Atlanta, and worked in the trading department for a national discount broker. He later moved into relationship management and worked as an Investment Consultant for TD Ameritrade, where he helped his clients with their investments and financial goals. Eric also has a great understanding of the insurance industry.
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