Eric Kala
Chief Executive Officer/Chief Investment Officer/Wealth AdvisorAvid Wealth Partners
Member Since May 2023
About
Eric Kala is the CEO of Avid Wealth Partners. A wealth advisor with multiple certifications (CPWA®, CIMA®, CFP®, AEP®, RMA®, CLU®, ChFC®, CRPS®), he has over 15 years of experience helping clients achieve their financial goals. Previously, he was a wealth management and estate and business planning advisor at Northwestern Mutual, a role he started after serving in the United States Air Force. When he’s not building and optimizing financial and wealth management strategies for his clients, he’s passionate about learning what’s new in the industry and enjoys exploring San Antonio.
Eric Kala
Published content
article
For Kiplinger Advisor Collective member Eric Kala, financial discipline, not just hard work, often separates successful businesses from unsuccessful ones.
expert panel
While graduating from school is a major milestone in your life, it's not the last big step you'll take in the months ahead. Preparing yourself for your future can take any number of pathways depending on your specific goals. But whether you'll be buying a new car, saving up for a home or delving into the stock market, there are a few key financial steps you can take that will help you achieve success. As noted leaders in the financial space, the members of Kiplinger Advisor Collective recommend taking one or more of the following actions with any money you may have received as a graduation gift. Doing so will help you start adulthood—and your financial future—off on the right foot.
Company details
Avid Wealth Partners
Company bio
Avid Wealth Partners is a wealth management and financial planning firm based in San Antonio, TX that uses a “family advisory” approach to build a robust financial ecosystem for its clients. Founded in 2017 by wealth advisor Eric Kala, the firm’s team now works with approximately 200 clients around the United States to create financial outcomes that help them reach their goals and safeguard their futures.