Erin Eiras, CPFA, President & Founder of InVestra, Joins LPL Financial’s Women Advisors Leaders Forum

San Fransisco, California – Erin Eiras, a renowned Wealth Advisor and the Founder of InVestra, has been selected to attend LPL Financial’s prestigious Women Advisors Leaders Forum. This exclusive event, hosted by LPL Financial, a leading retail investment advisory firm and the nation’s largest independent broker/dealer, brings together the industry’s top female advisors. LPL Financial 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.

  • LPL has been serving advisors and investors for more than 30 years.
  • More than 22,000 financial professionals are part of the LPL network.
  • 1,100 financial institutions choose LPL as their partner.
  • Together LPL advisors and institutions serve more than 4.5 million investors across the U.S.

Here in Jacksonville Erin Eiras is recognized for her commitment to empowering women and executives in their financial journey. Now, in San Francisco, her participation in this invitation-only conference signifies her dedication to advancing the financial industry and elevating the position of women all throughout the world of finance.

Erin has built a strong reputation as a Wealth Advisor with a focus on financial planning and generational wealth, or legacy planning. Her firm, InVestra, utilizes a goals-based approach to help clients achieve financial success, no matter what that may look like for them. This exclusive event has served as an opportunity for Erin to share her insights and expertise with fellow financial advisors, particularly with a focus on achieving success in a male-dominated industry. She finds it necessary to discuss strategies and best practices that can help women advisors stay competitive. Erin Eiras has consistently shown her ability to excel in the field of Wealth Management and her attendance at this conference demonstrates her ongoing pursuit of excellence and her dedication to her clients’ financial well-being.

For more information about InVestra’s fully customized Wealth Management services, please visit www.InVestra.com.

 

Media Contact:

Kali.Rogers@InVestra.com

About InVestra:

Erin Eiras, CPFA, is a highly regarded Wealth Advisor and the Founder of InVestra. With a focus on financial planning and generational wealth, Erin is dedicated to helping women executives achieve financial success and security. InVestra is committed to providing exceptional financial services and guidance.

About Erin Eiras:

Erin Eiras is a Certified Plan Fiduciary Advisor (CPFA) whose journey into personal finance began over 20 years ago. 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. She is a member of the Elite Advisor Mastery Program and is widely recognized for her expertise in generational wealth preservation and business legacy planning. 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. She 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 like herself. 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.

Erin believes that every client should have a Financial Plan and that in the world of Wealth Management, success means achieving your financial aspirations, no matter how big or small they may be.