Eric B. Idelson, CFP, CIMA - UBS Financial Services Inc.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Eric Idelson is a Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIMA) based in Beverly Hills, California. He provides comprehensive financial planning and investment management services to individuals and families in the local area. Eric specializes in creating tailored investment strategies and retirement planning solutions to help clients achieve their financial goals. His practice focuses on delivering personalized financial guidance to ensure clients are well-prepared for their future financial needs.

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