Eric Weiss

CFP®, MBA, AIF®, MA

Brightscape Investment Centers

Financial Advisor

Eric Weiss

CFP®, MBA, AIF®, MA

Brightscape Investment Centers

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Weiss, CFP®, MBA, AIF®, MA

888-888-0967

    Fee-Only financial planner located in Miami, FL, serving clients locally and across the country

    Eric Weiss is a Miami, FL fee-only financial planner. Brightscape Investment Centers provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eric Weiss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    Eric J. Weiss is a Certified Financial Planner™ PROFESSIONAL and serves as Brightscape's Chief Investment Officer. Prior to founding the company he directed the business development activities of J. P. Morgan Chase's Global Asset Management and Private Bank Division in northern Latin America. Previously, Mr. Weiss was a senior executive at Citicorp's corporate finance group in New York and Latin America. Mr. Weiss earned his M.B.A. from the University of Chicago where he interned at the Center for Research in Security Prices (Chicago, IL) under the direction of Professor Myron Scholes, a Nobel Prize recipient for his work in option pricing. Prior to his studies at Chicago, Mr. Weiss earned an M.A. in economics from Columbia University where he wrote his thesis under the direction of Robert Mundell, also a Nobel Prize recipient for his work in international monetary economics.

    Mr. Weiss holds the Certified Financial Planner designation, Accredited Investment Fiduciary (AIF) designation, a Series 65 investment advisor license, is a member of The National Association of Personal Financial Advisors (NAPFA) and an Adjunct Professor of Finance at the University of Miami.  Eric has been named one of "America's Top Financial Planners" by the Consumer's Research Council of America.

    Mr. Weiss speaks to community groups on financial and investment issues. In his spare time, he enjoys running, tennis, gardening and college football.  Eric's recent book "Becoming Financially Literate: The Basics You Never Learned in High School" explains how the lack of financial education in many U.S. high schools leads adults to make incorrect financial decisions.

    Eric Weiss is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

    NAPFA members live by three important values:

    • To be the beacon for independent, objective financial advice for individuals and families.
    • To be the champion of financial services delivered in the public interest.
    • To be the standard bearer for the emerging profession of financial planning
    Like all NAPFA members we are strictly fee-only.  Similar to many NAPFA members all of our professionals hold the Certified Financial Planner designation.  However, unlike some we have judiciously employed state-of-the-art financial services technology to reduce our costs.  This enables us to offer high quality services for fees lower than you might otherwise anticipate. 

     
    Since 1997 clients have trusted us to increase their confidence about their financial future.

    Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

    Specialties

    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      Eric Weiss is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • Certified Financial Planner (CFP)
      Eric Weiss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

      CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

    • Accredited Investment Fiduciary®
      Eric Weiss is an Accredited Investment Fiduciary® (AIF)

      Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

    Contact Eric Weiss

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    Office Locations:

    • 7241 SW 168th Street
      Miami, FL 33157

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