Eric Turloff (BBA, CFA, CPA)
Eric Turloff focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
With 30 years of financial services industry experience, Eric E. Turloff CPA, CFA heads up Seattle area fee-only financial planning firm Turloff Financial Consulting, Inc. A local resident since 1984, he earned his Bachelor's Degree in Business Administration from the University of Michigan and was granted the Certified Public Accountant (CPA) certificate in 1980. Eric further set himself apart in 2000 by becoming a Chartered Financial Analyst (CFA), thus adhering to a strict code of ethics and a commitment to always put the client's best interest first. He's also an active member of the Seattle Society of Financial Analysts, the National Association of Personal Financial Advisors and the CFA Institute.
Additional Information
Having worked for both a Big Eight accounting firm and Fortune 500 corporation, Eric has decades of experience in the financial industry, ranging from managing employee 401(k) plans to financial planning to helping the companies improve their own profitability. His love of helping other solve their financial issues led him to open his own firm in 1998. For a select number of families and individual clients, Eric serves as a trusted financial guide, providing financial advice on a holistic basis by integrating financial, tax and estate planning with risk and investment management. His goal is to maximize performance for all of these factors and ultimately help clients reach a higher standard of living. To make that happen, Eric adheres to a strict value code that includes always putting the client's interest first, distributing unbiased advice, only beholding to his clients and continually adding value to their lives. A trusted guide, Eric's services are delivered in a cost-effective manner that's tailored to the specific needs of each individual client. An avid sailor, Eric uses a compass for his company logo, signifying his willingness to help clients get going in the right direction.
NAPFA Start Date
January 28, 2002
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