Testimonials

“After a series of disappointing results and little personal attention from other financial planners, I decided to meet with Eric Kala after a financially-savvy friend recommended him. From our first meeting Eric has demonstrated that he is absolutely committed to helping me achieve all of my long-term financial goals! He has formulated and implemented a specific road map for everything from optimizing my retirement investments, and life and disability insurance, to getting growth accounts set up for my daughters (besides just their college planning). He spent a lot of time reviewing all my financial needs and desires and sat down with me on multiple occasions to generate a very specific, actionable plan for my family’s needs. He is exactly what I needed to help me achieve financial security for my family. With Eric focused on my investment needs, I can focus on being the best doctor, mother, wife and friend that I can be. He has truly been a blessing to my family.”

Dr. Wendy Askew, OB/GYN

 

I’ve worked with Eric Kala and his team for almost two years and it’s been a 5 Star Experience. Eric and his team have always given us sound advice and respond in a timely manner with any questions or concerns. I highly recommend him!”

Dr. Miguel Ayala, Internal Medicine

 

I met Eric after seeking company benefits and life insurance information. Eric met with our management team on several occasions to ensure that we fully understood our current situation as well as our financial forecasts and plans for the company. I was so impressed with the guidance and retirment plan implementation, I trusted Avid with my personal financial planning. I feel that Avid makes recommendations based on my family's best interest instead of pushing products that create commission opportunities. I am happy to recommend Avid Wealth Partners for company and personal financial planning.

David Dunne, Business Owner, Lectron Fuel Systems

 

“In the past I've been screwed over by many advisers, I found Eric to be an awesome compliment to my future endeavors, he understood exactly what I needed and he is diligent about making sure that I stay on track, which is hard to do as a surgeon with an 80-hour work week! I've never been let down by him!”

Dr. Thomas Jeneby, Board Certified Plastic Surgeon

 

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

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


Avid Wealth Partners

 

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