Eric Kodish and his family, 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.
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.
Bookkeeper
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. United Planners has not reviewed, and is not responsible for, any tax related content on the site.