A.E.I. Financial Strategies, Inc. Financial Advisors

A.E.I. Financial Strategies, Inc.

(707) 538-8027 www.etaxeshealth.com »

549 Lombard AvenueSanta Rosa, CA 95409   map »

Business overview

A.E.I. Financial Strategies, Inc. is managed by financial adviser Eric Imbuelten, M.B.A./ P.F.P., C.R.T.P. who has the following credentials and experience:
? Masters in Business Administration (M.B.A. in Finance) California State University Hayward
? Personal Financial Planning Certificate from University of California Berkeley
? Bachelors Degree in French from U.C. Berkeley ? Go Bears 2 times!
? California CTEC Registered Tax Preparer?s License
? 20 years Tax & Accounting.. Experience
? California Life Insurance License #0F56524
? 10 years Financial Planning Experience
? California Real Estate License

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Insurance Types

  • Dental Plans
  • Disability Insurance
  • Health Insurance
  • Life Insurance
  • Long Term Care
  • Short-Term Insurance Policies
  • Travel & Foreign Insurance

Investments

  • Annuities
  • IRA's

Discounts

  • Discount Dental Plans
  • Discount Health Plans
  • Discount Vision Plans
  • First Time Buyers

Experience

  • More than 10 years

Credentials

A.E.I. Financial's founder is Eric Imbuelten, M.B.A./ P.F.P., C.R.T.P. who has the following credentials:
? Masters in Business Administration (M.B.A. in Finance) California State University Hayward
? Personal Financial Planning Certificate from University of California Berkeley
? Bachelors Degree in French from U.C. Berkeley ? Go Bears 2 times!
? California CTEC Registered Tax Preparer?s License
? California Life Insurance License #0F56524
? California Real Estate License

Hours of Operation

  • MON
  • 8:00am
  • 7:00pm
  • TUE
  • 8:00am
  • 7:00pm
  • WED
  • 8:00am
  • 7:00pm
  • THU
  • 8:00am
  • 7:00pm
  • FRI
  • 8:00am
  • 7:30pm
  • SAT
  • SUN

Payments Accepted

  • Personal Checks

Year Established

1990

Languages Spoken

  • English
  • French

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