Eric Pomerantz - Financial Advisor

CONNECT

Address:

400 W.15th St. Ste. 100
Austin, TX 78701

Phone:

(512) 776-8910

Fax/Other:

(512) 832-0505

Our Qualifications

With over 25 years of experience in the financial services industry, Eric Pomerantz provides personalized advice and works closely with clients to develop customized strategies that incorporate asset allocation, financial management, college, retirement and succession planning. Much of his practice focuses on assisting clients to preserve and grow their wealth. 

Eric began his career on the Wall Street trading floors of the COMEX and American Stock Exchange. As a market maker in commodity and equity options, he provided liquidity for both commercial hedging clients and speculators. He left the exchange to become a financial advisor where his comprehensive client-focused approach ensures that recommended programs meet each client's financial goals, time frames and risk tolerance. Whether it's planning for retirement or creating balance between current lifestyle and longer term goals, helping people is Eric's passion.

Eric earned his bachelor's degree from the University of Michigan. He currently holds a Series 7 (General Securities Representative License), Series 66 (Uniform Combined State Law exam), Series 55 (Limited Representative Equity Trader exam) and Series 3 (National Commodity Futures exam). He is also licensed as a Life, Health and Annuity agent in the state of Texas.

When he is not in the office, Eric spends time with his wife and their two daughters. He is active in his community as a board member for Congregation Agudas Achim in Austin and as a mentor for current students of the Stephen M. Ross School of Business at the University of Michigan.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck