Financial Times names Wealthstream Advisors to list of top 300 Registered Investment Advisors for 2017.

CNBC names Wealthstream Advisors to list of top 100 wealth management firms for 2015. Click here for more information.

Eric Siss, CFP®

Analyst

Eric Siss is an Analyst at Wealthstream Advisors who is responsible for supporting the Senior Advisors of the firm. In his role, Eric generates cash flow projections, recommends rebalancing and tax loss harvesting opportunities in client accounts, and researches financial planning and investment management topics pertinent to each of his clients’ unique situations. Eric is passionate about helping individuals and families achieve financial clarity.

Prior to joining Wealthstrem Advisors, Eric spent three years as a financial planning associate at a wealth management firm in the suburbs of Philadelphia. During this time, Eric gained invaluable experience assisting clients in all facets of their financial lives.

Eric graduated from Virginia Tech earning a bachelor’s degree in Finance with a concentration in financial planning from the board-registered CFP® certification education program and is a CERTIFIED FINANCIAL PLANNER™. Outside of the office, Eric enjoys spending time with family and friends, watching sports, and living an active lifestyle.

Education and Credentials:

  • B.S., Business (Finance) with a concentration in the Certified Financial Planning Track, Virginia Tech
  • CERTIFIED FINANCIAL PLANNER™ Professional

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.