Talk to sales Try for Free
Eric Donner

Eric Donner

Managing Member

Followers of Eric Donner974 followers
location of Eric DonnerBoca Raton, Florida, United States

Connect with Eric Donner to Send Message

Connect

Connect with Eric Donner to Send Message

Connect

  • Timeline

  • About me

    President & CEO at Clear Advice Business, LLC

  • Education

    • Elmont memorial high school

      1976 - 1979

    • University of Hartford

      1980 - 1983
      Bachelor’s Degree Marketing

  • Experience

    • Platinum Peak Advisors

      Jan 2012 - Aug 2016
      Managing Member

      Financial Advisory Services

    • Hewins Financial | Wipfli Hewins

      Sept 2016 - May 2018
      Senior Financial Advisor

    • Team Hewins, LLC

      Jun 2018 - Dec 2018
      Senior Financial Advisor

    • Clear Advice Business, LLC

      Dec 2018 - now
      President & CEO

      Building Your Bridge to Monetization - As a Certified Business Exit Planner, I work closely with owners of successful privately-held companies to develop a clear path to their future exit and the future succession of the company.

  • Licenses & Certifications

    • ChFC, CLU, CAP

      The American College of Financial Services
      Jan 1990

  • Volunteer Experience

    • Co-Founder

      Issued by Israel Heart2Heart on Mar 2020
      Israel Heart2HeartAssociated with Eric Donner