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Eric K

CFP®, Series 66

Corvallis, OR

The AmeriFlex Group

Eric King is a CFP® with 22 years of industry experience, currently serving at The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, VOYA Financial Advisors, and Bridges Wealth Management, where he has also maintained ownership. Outside of advising, he owns a software company and a tax services firm, in addition to acting as a notary. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection, and retirement plan consulting, delivering customized strategies using a range of model allocations and discretionary management options.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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