Eric Poole, CFP^®, MBA

Eric Poole ADV 2(b) Brochure

I run a financial advisory practice that is geared toward helping families accumulate, distribute, and/or transfer wealth. I help individuals identify financial goals and create strategies seeking to ensure that they are obtained. My clients respect and value the professional advice I have to offer because they are too busy to channel the necessary time for the process, are intimidated by the ever-changing market and economic landscape, and/or realize that they do not have the skill set needed to address their identified financial goals.

I offer a holistic approach to financial planning by building a financial foundation, thus enabling families seeking to obtain financial confidence. This strategy allows clients to understand future financial possibilities and implications of actions taken or not taken, all while mitigating the uncertainties of day-to-day life. My approach is grounded in an ongoing collaborative, advisory-based relationship.

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 states: DE, FL, IL, IN, KY, NC, VA, SC

Life and Health licenses in KY.

Registered for Securities in the following states:

DE, FL, IL, IN, KY, MO, NC, 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, KY. When I am not traveling, I enjoy quality time with family & friends, checking out our incredible local restaurant and music scene, playing golf, and cheering on my University of Louisville sports teams.