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Eric Korbitz (BBA, CFP®, CPA/PFS, MS)

Eric Korbitz focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

As a certified public accountant and CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years experience, I established Korbitz Financial Planning to deliver expert financial planning, tax planning and tax preparation services to individuals, couples and families. I am committed to providing my services on a Fee-Only basis in order to meet your goals, on your terms.


My professional career began with Arthur Andersen & Co. in Milwaukee where I specialized in individual taxes and personal financial planning. As a manager of the tax division, my clients included executives of major Milwaukee-area corporations, independently wealthy individuals and the partners of Arthur Andersen. After several years at Arthur Andersen, I joined Goossen & Schultz, a local CPA firm, where I continued to hone my skills in individual taxation and personal financial planning.

Additional Information


I earned a Bachelor of Business Administration from the University of Wisconsin-Madison and a Master of Accounting Science, with an emphasis in taxation, from the University of Illinois.

I am a member of the National Association of Personal Financial Planners, the Garrett Planning Network, the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.

NAPFA Start Date

December 15, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5225 N Ironwood Rd Ste 119 Milwaukee, WI 53217-4909 Phone: (414) 979-1040
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