Eric Caisse CFA®, CMT, CFP®
Eric has been with Csenge Advisory Group since 1997. Having joined right out of college, Eric's drive and desire to excel in financial planning has resulted in his study and experience in a range of wealth management techniques. These include completing the rigorous requirements of the Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT) designations.
In addition to working with clients in all stages of the financial planning process, Eric drives the application of sophisticated risk management and tactical asset allocation techniques to help ensure our clients take the least risk possible, while striving to obtain the investment returns necessary to help achieve their financial goals.
Eric is originally from Connecticut where he is a graduate of The Taft School. He further continued his education at Vanderbilt University, earning a degree in Economics and graduating with honors. In addition to being a CFP® practitioner, CFA® charter holder and CMT charter holder, Eric is an Investment Advisor Representative.*
Eric is the Chapter Chair of the Market Technicians Association (MTA) Tampa / St. Pete Chapter. He is an active member of the CFA Institute, the CFA Society of Tampa Bay, Leadership Tampa Bay and Vistage Florida. Eric is also on the Board of Directors of BeatNB, a non-profit organization helping to research and raise awareness to find a cure for neuroblastoma and other solid-mass childhood cancers.
REGISTRATIONS AND LICENSES
- Series 4 (Options Principal)
- Series 7 (General Securities)
- Series 24 (Securities Principal)
- Series 63 (Blue Sky)
- Series 65 (Investment Advisor)
- Life, Health, Variable Annuity licenses
PROFESSIONAL DEGREES & CERTIFICATIONS
- Licensed Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA®)
- Chartered Market Technician (CMT)
- Charter Member, The Financial Planning Institute
- Vanderbilt University, B.A., Economics
Eric's Registered Branch Address is: 4755 East Bay Drive | Clearwater, FL 33764