October 20th, 2023: San Fransisco, California
Erin Eiras, CPFA, Shares Insights with Fellow Financial Advisors on Achieving Success
As a top producer, Erin Eiras, CPFA, along with a small panel of Wealth Management moguls, recently hosted an advanced training event where she discussed her strategies and business building techniques with other financial advisors.
Erin Eiras, a distinguished 17-year veteran in the financial industry and a member of the prestigious Elite Advisor Mastery Program, recently showcased her expertise in order to serve as a model for others in the industry. As a top producer, she was selected to lead a panel of Wealth Management experts in an advanced training event that took place in San Francisco on October 20, 2023.
During the event, Erin shared her proven strategies and business-building techniques, which have catapulted her to the status of a high-net-worth individual magnet. Her ability to attract and serve high-net-worth clients has been a testament to her exceptional financial acumen and unwavering commitment to providing her clients with the highest level of service.
Erin Eiras has dedicated her career to the art of Wealth Management and Financial Planning. Her role in this panel is a reflection of her passion for helping others in the industry reach new heights of success. The event served as a platform for her to impart invaluable knowledge and insights to fellow financial advisors, with the ultimate goal of raising the bar for the entire profession.
Erin’s presence on this panel underscores her dedication not only to the financial well-being of her clients but her commitment to shaping the future of the industry. Her expertise in generational wealth preservation and business legacy planning has made her a sought-after figure in the world of finance, and she continues to serve as a beacon of excellence for those seeking to safeguard their own financial legacies.
For more information about Erin Eiras and InVestra’s innovative approach to Wealth Management, please visit www.InVestra.com.
Media Contact:
Kali.Rogers@InVestra.com
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.