Eric Dostal, JD, CFP®
Managing Director
Eric is a seasoned financial professional who has been dedicated to helping his clients take control of their financial lives since joining the firm in 2013. With a focus on investment, insurance, retirement, and tax planning strategies, Eric has consistently demonstrated his expertise and skill in developing comprehensive financial solutions. In addition to his client work, Eric plays an active role as a member of the firm's Financial Planning Committee, which is responsible for driving the development and implementation of cutting-edge financial planning strategies.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
