Eric Furey (CRD# 5584107) is an Investment Advisor Representative working at Accretive Wealth Partners, LLC in Parsippany, NJ and has over 15 years of experience in the finance industry. Eric Furey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accretive Wealth Partners, LLC | Red Bank, NJ | Dec 2018 - Current | 5 |
| Regent Atlantic | Morristown, NJ | Nov 2008 - Dec 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- NJ
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Total Assets Under Management323MILLIONS
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Total Number of Accounts568ACCOUNTS
-
Average Account Value$569,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, MD, NJ, NY, PA, SC, TX
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