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Eric J. Weiss, CFP®

Eric J Weiss, CFP Eric J. Weiss is a Certified Financial Planner™ PROFESSIONAL and got the idea while teaching "Introduction to Finance" at the University of Miami. The course has been tailored to the needs of high school students with no previous knowledge of personal finance.

Previously, Mr. Weiss was a senior executive at Citicorp's corporate finance group in New York and Latin America. Mr. Weiss earned his M.B.A. from the University of Chicago where he interned at the Center for Research in Security Prices (Chicago, IL) under the direction of Professor Myron Scholes, a Nobel prize recipient for his work in option pricing. Prior to his studies at Chicago, Mr. Weiss earned an M.A. in economics from Columbia University where he wrote his thesis under the direction of Robert Mundell, a Nobel prize recipient for his work in international monetary economics.

Mr. Weiss holds a Series 65 investment advisor license, is a member of The National Association of Personal Financial Advisors (NAPFA), a 5-Star Paladin Registry Advisor (one of the top 800 advisors nationally) and an Adjunct Professor of Finance at the University of Miami.

Mr. Weiss speaks to community groups on financial and investment issues. In his spare time, he enjoys running, tennis, gardening and college football. He is married with one son who attends Palmetto High School.

 

Phone: (888) 888-0967 or contact us online at ericweiss@brightscape.com


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