Eric Kodish, CPA,CFP®, CDFA™, MBA
Eric Kodish, CPA, CFP®, CDFA™, MBA
Eric Kodish has been in the finance and accounting industry for more than 15 years. Originally a software engineer, Eric completed his undergraduate degree from Rutgers College in only 3 and 1/2 years. Originally Eric worked as a software engineer for Telcordia Technologies, where he programmed telecommunication cost calculation tools. He obtained a graduate certificate from Stevens Institute of Technology. He also completed his MBA from Drexel University, as well as his CPA licensure. He is a Certified Financial Planner and a Certified Divorce Financial Analyst. Eric was associated with Ameriprise FInancial and is now a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC.
360 CPA Services LLC is a member of the Moorestown Business Association. Eric is a member of the AICPA (American Institute of Certified Public Accountants), NJSCPA (New Jersey Society of Certified Public Accountants). He is an experienced entrepreneur as well as a real estate investor. In addition, Eric holds his securities and insurance licenses.
Sheldon Wilen, CPA (Consultant)
Sheldon Wilen has over 40 years of experience and was a former IRS employee. He provides knowledge and direction based on his years of experience as needed.
To aid with monthly, quarterly, and annual business, a bookkeeper works closely with CPAs on staff.
Eric Kodish is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. 360 Financial Services LLC, 360 CPA Services LLC, and United Planners are not affiliated.