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Eric Kies, MBA, CFP(r)
The Planning Center, Inc.
Moline, Illinois - Quad Cities, Iowa City, & Cedar Rapids
Comprehensive financial planning - Contact Eric Kies
- Specialties
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- Asset allocation (investment planning), budgeting, comprehensive financial planning, employer stock options, investment and asset management, irregular income planning, life planning, retirement income planning, retirement planning, sudden wealth and tax planning
- Privacy Policy
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- Your information will not be sold or rented. Read more
- Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.
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About Eric
Eric is a fee-only planner.
Eric offers a wealth of knowledge and experience in financial planning to help his clients create the right plan for them, regardless of their dreams and goals.
Eric Kies is the Vice President/Chief Operating Officer of The Planning Center, Inc., a fee-only planning firm that focuses on blending together clients' values and beliefs with traditional financial planning. Eric earned both his undergraduate degree as well as an MBA from Western Illinois University before working as a financial advisor for American Express Financial Advisors and then joining The Planning Center, Inc.
He has also served as President of the Quad-Cities Chapter of the Financial Planning Association (FPA) and has presented at FPA Retreat, FPA NexGen, and FPA Seattle.
Experience
- Vice President/COO
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The Planning Center, Inc.
October 2004 - Present
- Financial Advisor
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American Express Financial Advisors
December 1999 - September 2004 (4 years 9 months)
- Owner/Partner
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H&K Enterprises
August 1993 - November 1999 (6 years 3 months)
Education
1998 - 1999
Western Illinois University
MBA, Finance
1991 - 1996
Western Illinois University
B.S., Industrial Education & Technology
Articles Written
Back to Basics: Helping Clients Manage Cash Flow
Techniques to Help Couples Talk about Money; Avoid Divorce
Press Mentions
June 2009
Money Magazine
Wall Street Journal Online
Related Terms: Comprehensive financial planning, financial life planning, cash flow planning, retirement income planning, retirement planning
The Planning Center, Inc.
1701 River Drive, Suite 300
Moline, IL 61265
(309) 797-4030
clientservices@theplanningcenter.com
Contact Eric Kies
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