ERIN EIRAS
Erin holds her CPFA (Certified Plan Fiduciary Advisor) designation and her CEPA (Certified Exit Planning Advisor) designation has spend nearly the last two decades specializing in helping female entrepreneurs and executives pursue generational wealth by building strong, supportive relationships.
She believes that money should be a source of strength (not stress), and that financial resources are a way to achieve a more fulfilling life. Her goal is to educate and empower you so that you can pursue your goals, no matter what they may be: whether you aim to retire in your 50s, owning multiple homes, or building a business you plan to pass down generation... she can create a personalized plan that should set you on the course for achieving it.
"I view business as a function of meaningful relationships, not transactions. I look for people that I like and can help, and we develop genuine long-term relationships. At this stage in my professional life, I can afford to be patient and seek the right relationships to bring on, which has allowed me to create a client base I truly enjoy working with and who appreciates the level of service that we provide. It's our sincere goal here at InVestra to make a positive impact on our clients' lives, and the ability to dive deep into the financial relationships is at the core of our planning approach. We are fortunate to have clients that we adore; it's one of the many blessings this career has provided me with above and beyond the hard work."
-Erin D. Eiras, CPFA, CEPA
Erin holds her CPFA (Certified Plan Fiduciary Advisor) designation and her CEPA (Certified Exit Planning Advisor) designation has spend nearly the last two decades specializing in helping female entrepreneurs and executives pursue generational wealth by building strong, supportive relationships.
She believes that money should be a source of strength (not stress), and that financial resources are a way to achieve a more fulfilling life. Her goal is to educate and empower you so that you can pursue your goals, no matter what they may be: whether you aim to retire in your 50s, owning multiple homes, or building a business you plan to pass down generation... she can create a personalized plan that should set you on the course for achieving it.
"I view business as a function of meaningful relationships, not transactions. I look for people that I like and can help, and we develop genuine long-term relationships. At this stage in my professional life, I can afford to be patient and seek the right relationships to bring on, which has allowed me to create a client base I truly enjoy working with and who appreciates the level of service that we provide. It's our sincere goal here at InVestra to make a positive impact on our clients' lives, and the ability to dive deep into the financial relationships is at the core of our planning approach. We are fortunate to have clients that we adore; it's one of the many blessings this career has provided me with above and beyond the hard work."
-Erin D. Eiras, CPFA, CEPA
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- Website:
https://www.InVestra.com - Phone: (904) 880-7878
- Email:
erin.eiras@investra.com - City: Jacksonville
- State: Florida
- Postal Code: 32207
- Country: United States
- Designations: