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Eric Negron
CEO - Managing Partner - Wealth Advisor
Eric J. Negron, CEPA® is the CEO of Forefront Wealth Partners, leading a talented team of Financial Advisors, Wealth Planners, Tax Attorneys, Divorce Planners, and Insurance Advisors.1 He started his career in the wealth management industry after completing a rigorous training program in a bank's management trainee program.2
Prior to founding Forefront Wealth Partners in 2016, Negron was the President of a billion-dollar bank's wealth management group.2 He is passionate about elevating the advisor community through initiatives like the Financial Advisor Group (FAN) and the David Advisor Movement (DAM).1
Negron holds several professional certifications, including:
- Certified Exit Planning Advisor (CEPA)
- Accredited Wealth Management Advisor (AWMA)
He is also involved in various other business ventures and roles:
- CEO and Advisor Advocate at Forefront Advisor Network
- Partner and Shareholder at Forefront Tax Partners
- CEO at Forefront Insurance Partners
- Co-Founder and Divorce Specialist at Your Divorce Made Simple
- Founder and Host of Exit Planning Forum
Negron is based in the Austin, Texas Metropolitan Area and has been recognized as one of Austin's 40 Under 40 by the Austin Business Journal.3
Highlights
If you don’t have a 1 page 📄 financial overview…..
If you don’t have a 1 page financial overview and you’re a financial advisor you are missing the boat 🛥️
In my video below 👇 I share about my favorite financial advice tool Asset-Map and how it has helped our financial firm double our business and become more efficient.
If you haven’t taken a look at the tool you definitely should.
Shoutout to the following people:
Video man 👉🏼 Christopher Marrone, CFP®
The Greatest Financial Broadcaster on the planet 🌎 👉🏼 H. Adam Holt, CFP®, ChFC®
My team with me at The Morningstar Investment Conference 👉🏼 Christopher Marrone, CFP® Michelle Fuccella,CDS® Amy Colton , MBA , CDFA Deb Bigler
The AssetMap Team with the best booth hands 🙌 down at the conference 👉🏼 Alison Susko Shannon Granahan
On to my next book 📕 for 2024…
Excited to learn from Bo Burlingham , Jack Stack on the The Great Game of Business 🙏
What are you reading 📖 now to grow you into the human being, the leader, the professional, the significant other… you want to become?
I’ve found following my curiosity and reading books to help me solve problems or level up my skills has added so many improvements to my life, my relationships and many commas to my net worth.
