Eric
Furstner

Fountainhead Advisors

CRD#1686039
Investment Advisor
in Danville, CA

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About this Advisor

Eric Furstner is a financial advisor based in Danville, California, working with Fountainhead Advisors. Eric has previously held positions at Mass Mutual, Mml Investors Services, LLC, The Furstner Group, Inc, and Fountainhead Capital Management, LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Eric is part of Fountainhead Advisors, which operates out of Danville, California. The firm has 2 offices and 26 employees. The firm manages assets totaling $721.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Fountainhead Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Danville, CA

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Fountainhead Advisors Brokerage Details

Total Assets Under Management

$721,603,692

CA Average: $10,121,009,343
Total Number of Employees

26

CA Average: 92
Total Number of Accounts

2,961

CA Average: 6,978
Average Account Size

$243,703

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Eric Furstner Work History

2018 - Present (6 years)

Fountainhead Capital Management, LLC

1999 - Present (25 years)

Mass Mutual

1997 - Present (27 years)

The Furstner Group, Inc

1999 - 2018 (19 years)

Mml Investors Services, LLC

Disclosures

Please visit the SEC profile of Eric Furstner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fountainhead Advisors

Bryce Bednorz
Warren, NJ
Stephen Zhou
San Ramon, CA
Scott Silver
Warren, NJ
Ryan Erlanger
Warren, NJ
Steven Ralff
Warren, NJ
Robert Renshaw
Warren, NJ
Patrick Law
Warren, NJ
Luke Foukas
Warren, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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