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Wealthstream Advisors recognized as a Best Place to Work for Financial Advisors by InvestmentNews for 2021 and 2022

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Eric Siss, CFP®

Director of Financial Planning

Senior Advisor

Eric Siss is a Senior Advisor and Director of Financial Planning at Wealthstream Advisors. As an advisor, he is responsible for partnering with clients to create custom strategies for retirement, tax, investment, insurance, and estate planning. In his director role, he analyzes industry trends and planning techniques with the goal of continuously enhancing the Wealthsream client experience.

Prior to joining Wealthstream 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. He 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.