Broker Check

9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

Login
 

Kentucky Planning Partners

502-394-0400

 
Eric Poole, CFP®, MBA

Eric Poole, CFP®, MBA

CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner Investment Advisor Representative

Eric Poole ADV 2(b) Brochure

I find great joy in helping people map out their financial dreams, whether that be for retirement, college expenses, or a major purchase. Together, my clients and I design and implement comprehensive client-focused investment plans that align with their risk tolerance and time horizon. Throughout this engaging and educational process, I hope to help my clients make smarter decisions and avoid costly mistakes.

Formal Education

Master of Business Administration (MBA), Sullivan University, 2015

Executive Certificate in Financial Planning, Bellarmine University, 2013

Bachelor of Business Administration (BBA), Finance, University of Louisville, 2012

Series 7 and 66 registrations held with LPL Financial

Series 66 registration also held with KPP Advisory Services 

Registered as an IAR in the following state: KY

Life and Health licenses in KY.

Registered for Securities in the following states:

DE, FL, IL, IN, KY, LA, MO, NY, TN, and VA. 

Professional Credentials and Memberships

CFP® – CERTIFIED FINANCIAL PLANNER™ Practitioner

Financial Planning Association 

Civic Involvement

Big Brothers Big Sisters

 Personal

Born and raised in Louisville, Kentucky, I enjoy spending time with family & friends, traveling, golf, and cheering on my University of Louisville sports teams.  My 4 year old Siberian husky, Meeko, helps to always keep a smile on my face.