Jacksonville, Florida – 11-3-2023

InVestra, a dynamic Wealth Management firm headquartered in Jacksonville, Florida, is proud to announce a significant achievement within its team: CEO and Founder, Erin D. Eiras, has successfully completed the MBS style program and received her Certified Exit Planning Advisor (CEPA®) credential.

The CEPA® designation represents proficiency in exit planning—a critical facet of comprehensive Wealth Management. A CEPA® is a holistic Wealth Advisor that helps business owners align their business, personal, and financial goals while building transferable value into their company so that the owner is always prepared to capitalize on a transition of their company, planned or unplanned.

The CEPA® designation represents proficiency in exit planning—a critical facet in the landscape of comprehensive Wealth Management. By empowering its team to grow and maintain credentials such as the CEPA® designation, InVestra demonstrates an unwavering commitment to its clients.

“As an entrepreneur myself, I know the gravity of the dynamic between personal and business finances and believe that a successful exit is the ultimate service a Wealth Management Professional can help provide to someone. Having an exit plan in place is the cornerstone of financial health for both the business and its owner. Being a CEPA® strengthens our firm’s ability to serve our clients with the highest level of quality, specialty, and regard.

We are excited about the opportunities accomplishments like this bring to our firm and most importantly to our clients. As President and Founder of InVestra, my dedication to my own professional growth mirrors the firm’s commitment to delivering quality Wealth Management services.’

  • Erin D. Eiras, Wealth Advisor

We are proud of the work and dedication it took to prepare and successfully pass this exam, adding to the capabilities we here at InVestra can offer to the families and businesses we are fortunate enough to serve.

For more information or to schedule a consultation with one of our Wealth Management specialists, please contact our administration department by sending an email to Admin@InVestra.com or calling directly at 904.880.7878.

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About InVestra:

InVestra is a Wealth Management firm located in Jacksonville, Florida specializing in financial planning and generational wealth management, catering specifically to women executives and their families. As fiduciaries in advisory relationships, we are legally bound to act in your best interest. We have no proprietary products and are independent of the investment managers, custodians, and insurance providers that we may recommend to you. InVestra utilizes a client-centric, goals-based approach, guided by the milestones that we create together.

LPL Financial, the broker-dealer of InVestra, is the largest independent broker-dealer in the United States, serving more than 21,000 financial professionals with over $1 trillion in brokerage and advisory client assets. Their balance sheet is strong, with over $200 million of excess cash and modest leverage below our conservative management targets.[1]

In addition to our conventional Wealth Management services, we offer the following tailored business services:

  • 401(K) Group Plans
  • Buy-Sell Agreements
  • Cash Management
  • Exit Planning
  • Education
  • Key Man Insurance
  • Investment Management
  • Profit Sharing Plans
  • SIMPLE Retirement Plans
  • SEP & 403(b) Plans

For media inquiries, please contact: Kali.Rogers@InVestra.com

 

About Erin Eiras, CPFA & CEPA:

Erin D. Eiras, founder and CEO of InVestra, has worked in the finance industry since 2001 building a successful and satisfying career helping affluent investors pursue their financial goals. Erin chose to become a Wealth Manager and financial coach because she enjoys fully engaging with her audience to inspire clients to fulfill their retirement desires. Erin’s out-of-the-box style combined with her personal and business acumen adds tremendous credibility to her practice, which organically grows almost exclusively through client referrals.

Early in her career, Erin withstood the challenges of the “great recession” and the financial roller coaster that ensued, yet she continued to be a grounded, secure sounding board for her many concerned investors, providing stable and sound guidance during those troubled times. Her experience navigating these high-pressure markets has forged her into a solid choice when choosing someone to manage your serious investment resources. Erin has been recognized by LPL Financial for three consecutive years. Erin has spent several years on the Women’s Advisory Counsel for Independent Financial Partners (IFP) and has addressed the needs of executive women investors as part of her specialty services.

Even as a “Top Producer” Erin finds it essential to maintain a healthy work/life balance and excels at the task of managing assets for her high net worth clients all while standing as a pillar of the community; sponsoring several non-profits including Finance Chairman of the Southside Businessman’s Club, Jacksonville Symphony Orchestra, The Jacksonville Film Festival, the Ponte Vedra Cultural Center, the St. Augustine Wildlife Preserve and many other local charities. Erin is also a noted philanthropist and patron of the arts, serving as a large-scale benefactor of the Jacksonville Automotive & Motorcycle Museum and a founder of the largest annual fundraising event for the Museum of Contemporary Art (MOCA) “Contemporaries”, a group of young professionals helping to raise awareness and much-needed funds for the Museum and their community projects.

Erin has spent years crafting a balance between work, family, and the real life of a professional woman, and as a result, she is delighted that a large portion of her client base is made up of professional women. Erin, her husband, and their three children enjoy world travel and have a passion for ancient architecture, local cuisine & foreign cultures. Their adventures have taken them to six continents over the past few years; they continue to take in the world and all it has to offer. They are also enthusiastic art and car collectors, enjoying classic and modern collectible cars alike.

 

 

Important Disclosures:

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. This material was prepared by InVestra, for the use of InVestra.

Securities offered through LPL Financial. InVestra is another business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial. Insurance products are offered through LPL or its licensed affiliates. To the extent, you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

[1] As reported by Financial Planning magazine, June 1996-2020, based on total revenue: https://www.lpl.com/news-media/newsroom/lpl-stories/strength-and-stability-of-lpl-financial.html