Eric W. Mundwiller, CPA, PFS, is a Partner Advisor with AdvicePeriod. Eric and his team’s professional development, experience, and commitment focuses on providing a holistic, consultative approach to serve the comprehensive wealth advisory needs of corporate insiders, officers and senior executives, business owners, and other high net worth individuals and their families.
Prior to joining AdvicePeriod, Eric spent three decades providing comprehensive advice to clients, most recently as a Family CFO and Partner at Moneta Group. He earned his B.S. and Masters of Accountancy with a specialty in Taxation, from the University of Missouri – Columbia and earned his Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) designations.
Eric is a member of the American Institute of Certified Public Accountants (AICPA), the Missouri Society of Certified Public Accountants (MOCPA), and the Financial Planning Association. He enjoys spending time with his family and friends and attending his children’s numerous activities.