Eric J. Dostal, Esq. CFP^®

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175

FINANCIAL ADVISOR'S WEBSITE

https://www.wealthspire.com/

(646) 277-3621 CONNECT WITH Eric

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee only advisor with multiple service models to fit your needs.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

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General

Eric Dostal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthspire Advisors in New York, NY and the surrounding communities.

Financial Advisor Overview

A believer in continuing professional development, Eric Dostal obtained the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation, and graduated with a JD from St. John’s University School of Law. Eric recognizes the challenges individuals face when starting out in the planning process. Eric focuses primarily on providing rising affluent and high net worth individuals with expert, comprehensive and impartial financial planning advice to help those individuals achieve their unique life goals. Eric currently lives in Merrick, New York with his wife Jamie and daughter Madeline. When not in the office, you can often find him spending time with family and friends. He also recharges by sitting down with a good book and honing his culinary skills.

Financial Advisor Experience

Extensive experience creating and implementing comprehensive financial goal plans encompassing clients’ entire financial life, not just retirement. Provide trust & estate planning advice to achieve clients’ personal estate plan wishes. Manage clients’ asset allocation & investing needs. Strong believer in passive investing and modern portfolio theory. Work with clients’ tax advisors to implement tax management strategies including tax loss harvesting, strategic Roth conversions and efficient charitable giving where appropriate. Conduct comprehensive insurance reviews including a clients’ Life, Disability, Property & Casualty and Long Term Care Needs. Provide clients a way to efficiently, and tax effectively, exit superfluous/expensive cash balance/annuity products. Assist clients through liquidity events by working closely with mortgage brokers and private bankers to create a personal solution that works for them.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Admitted to Bar

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Married, Insurance, Life Planning, Retirement, Starting a Family, Sudden Wealth, Personal Taxes