First Command Financial Advisor - Eileen Perrin

Business Description

Products and Services offered

Eileen Perrin joined First Command Financial Services as a Financial Advisor in March 2016, bringing with her 32 years of industry experience. Previously, she served as the Advisory Director for Pricewaterhouse Coopers and a Senior Vice President at Bank of America. A graduate of Oral Roberts University with a Bachelor of Science degree in Accounting and George Washington University with a Master of Business Administration degree in Finance and Investments, Eileen holds Series 7 and 66 securities licenses plus state life and health insurance licenses. She is a Certified Public Accountant. Eileen is committed to helping her clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. With a background in business consulting, Eileen specializes in helping her clients understand the financial challenges that come with starting a small business. Eileen is an active member in several professional organizations in the Charlotte area. In her free time, she enjoys traveling, swimming and bicycling.

Business Hours:
M-F 9am-5pm, Sa-Su Closed

Categories:
Financial Services,College Financial Planning Services

Specialties:
Comprehensive Financial Planning, Investment Strategies, Retirement Income Planning, Education Funding Solutions, Asset Allocation And Management, Insurance Solutions, Risk Management

Find More in Charlotte, NC

Join Pointcom

Receive pricing updates, shopping tips & more!