Eric F. Gross, CFP®, CLTC®
Certified Financial Planner at Grodin Financial & Insurance Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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Grodin Financial & Insurance Services
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner
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2015 - Present
Helping people build and protect their wealth through a systematic approach. Specialization in financial planning, retirement planning and asset management.
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MassMutual Financial Group
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United States
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Investment Management
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Managing Partner
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2013 - Present
Investment and insurance planning for individuals, families, and small business owners. Firm operations including selection and development of new advisors.
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AXA Advisors, LLC
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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2008 - 2013
San Francisco Bay Area Financial consulting, specializing in retirement benefits in employee sponsored markets.
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Education
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University of California, Santa Barbara
Bachelor's Degree, Financial Mathematics and Statistics -
University of California, Santa Barbara
Technology Entrepreneurship Certificate
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