A.E.I. Financial Strategies, Inc. - Santa Rosa, CA - Insurance Agents

A.E.I. Financial Strategies, Inc.

0 star rating0 Reviews

(707) 538-8027(707) 538-8027 View Website »

549 Lombard AvenueSanta Rosa, CA 95409

  map »

Description

A.E.I. Financial Strategies, Inc. - Santa Rosa, CA - Portrait

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

VIEW MORE »VIEW LESS »

Business details

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

Reviews

Be the first to write a review! Write a Review »

Videos & Photos

View all »

Photos (1 photo)

  • A.E.I. Financial Strategies, Inc. - Santa Rosa, CA -


Photos

Album: Generic
1 of 1