
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
- City: Jacksonville
- State: Florida
- Postal Code: 32207
- Country: United States
- Designations:
- Markets Served:
- Company Name: InVestra Financial
ERIN EIRAS

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
