Eric Allen: Email & Phone Number

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Financial Advisor CFP® at Capri Wealth Management|Cherry Hill, New Jersey, United States

Position:

Financial Advisor CFP® at Capri Wealth Management

Location:

Cherry Hill, New Jersey, United States

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Last updated: 2026-05-25

Updated: 2026-05-25

Found email addresses for Eric Allen:

Business emails:

e*********1@lpl.com

Found phone for Eric Allen:

+1-***-***-7463

A different Eric Allen?

Work Experience 15 years

Financial Advisor CFP® at Capri Wealth Management

Aug 2025 - Current

Director of Operations, CFP® at Cook Legacy Advisors

Nov 2023 - Aug 2024

Paraplanner, CFP® at M Financial Planning Services

Jun 2014 - Apr 2023

Financial Analyst at Inspira Health

Dec 2011 - Feb 2013

Eric Allen started working in 2011, then the employee has changed 3 companies and 3 jobs. On average, Eric Allen works for one company for 2 years 11 months.

Their professional focus is Certified Financial Planner, Estate Planning, and Financial Advisory across 3 core areas.

Eric holds Certified Financial Planner (CFP) certifications.

Education

Bachelor's degree at Drexel University's LeBow College of Business

Eric Allen Namesakes

Name

Company

Position

Eric Allen

Hilton Realty

carpenter

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Eric Allen

Jefferson County Public Schools

Teacher

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Eric Allen

MacNeill Group, Inc. is now Risk Placement Services!

Production Underwriter

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