CFP®, MBA, AIF®, MA
Brightscape Investment Centers
Fee-Only financial planner located in Miami, FL, serving clients locally and across the country
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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
7241 SW 168th Street
Miami, FL 33157