Professional

After serving 4 years in the United States Air Force Eric decided to make a career change. He wanted to find a career that would allow him to still serve the members of his community but would give him the flexibility to spend more time with his family. Eric is dedicated to helping his clients achieve financial security, and will take the time to get to know you and your preferences as well as help you anticipate and prepare for the best—and worst scenarios.

Eric is fully licensed in life, long-term care, and disability income insurance in addition to being a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS). Eric holds his Series 6, 63, 66 & 7 security licenses as well.

Certifications & Designations

CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
 
Certified Investment Management Analyst® (CIMA®) certification is for professionals who integrate a complex body of investment knowledge to provide objective advice and guidance to individual and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Since April 2011, the CIMA certification has been recognized as the only financial services credential in the U.S. to have met an international standard for personnel certification (ISO 17024) and earned accreditation by American National Standards Institute.
 
Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. 
 
Chartered Life Underwriter® (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
 
Chartered Financial Consultant® (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
 
Chartered Retirement Plan Specialist? (CRPS®) designation is available to professionals who specialize in creating, implementing, and maintaining retirement plans for businesses. The program covers design, installation, administration, and maintenance of retirement plans. Additionally, to receive the CRPS® designation individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations

Associations and Memberships

naifa.org/National Association of Insurance and Financial Advisors (NAIFA)

The Bexar County Medical Society

The Nueces County Medical Society

The San Antonio District Dental Society

San Antonio Estate Planners Council

Awards and Recognition

Million Dollar Round Table (MDRT)

Eric Kala is a 2012-2017 qualifying member of the Million Dollar Round Table (MDRT) the Premier Association of Financial Professionals, The Million Dollar Round Table is an international, independent association of more than 35,000 members, or less than 1 %, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

 

National Association of Insurance and Financial Advisors (NAIFA)

Eric I. Kala, CFP®, CIMA®, AEP®, CLU®, ChFC®, CRPS®  has qualified for the NAIFA Quality Award from the National Association of Insurance and Financial Advisors.

The NAIFA Quality Award recognizes professionalism through education and earned designations, production measured by performance metrics customized for each practice specialty, adherence to the NAIFA code of ethics, and service to the industry association.  This honor, recognizes financial advisors for their competence and dedication to the insurance industry and their clients.

Eric Ilmari Kala, CFP®, CIMA®, AEP®, CLU®, CRPS
Wealth Management Advisor


Avid Wealth Partners

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck