Locations: Dallas - Plano - Midland - Houston - San Angelo

Eric Beitchman

Wealth Manager

Eric operates the Las Colinas branch of Elite Financial Management as a Wealth Manager. He manages both individual clients and larger companies, overseeing their qualified plans. Eric has his Securities Series 7 and 66 registrations held through LPL Financial, Group 1 insurance license and is currently pursuing his Certified Financial Planner designation as well.

Eric grew up in Philadelphia but attended college in Chicago at Northwestern University. He has over seven years of experience in the financial industry spending two years as an Advisor at Marcus & Millichap and two years with VALIC before joining LPL Financial and Elite Financial Management. In addition to being an avid student of the markets, Eric is a classically trained singer. He has performed for Prince Rainier of Monaco and Pope John Paul II, and also had the opportunity to perform with the Turtle Creek Chorale at the renowned Meyerson Symphony Center.