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Eric K

CFP®, Series 63, Series 66

Englewood, FL

Commonwealth Financial Network

Eric King is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. His prior roles include positions at Signator Investors, Inc. and My Financial Group, Ltd., along with operating King Financial Services since 1990. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios using both internal models and outsourced solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Wendy N

CFP®, Series 63, Series 65

Englewood, FL

Commonwealth Financial Network

Wendy Namack is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. She has operated Namack Portfolio Investment Professionals, LLC since 2009, serving as its sole owner. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides extensive operational, technology, and compliance support while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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