Our Team
Eric Pucciarelli
CRPC®, MBA
Managing Director, Private CFO®
Hometown: Marietta, GA
States Licensed: AL, AZ, CA, CO, FL, GA, HI, IL, LA, MD, MI, MN, MS, NC, NJ, NY, OH, PA, SC, TN, TX
Credentials & Awards
- Top 40 Under 40- NAIFA-Atlanta
- Former board member on the Board of Directors for the Georgia Southern Alumni Association
- Masters of Business Administration
- 10 consecutive years as oXYGen Financial's Top Producer
- Chartered Retirement Planning Counselor
- Series 7
- Series 66
- Life, Accident & Sickness
- Variable Products
About
Eric is a native of Atlanta (Piedmont Hospital) and a two-time graduate of Georgia Southern University (Go Eagles!) with a BBA and MBA. When not working, Eric can usually be found working out or spending time with his family and friends.
Are you an early bird or a night owl?
Night owl
What would the title of your autobiography be?
The Pursuit of Excellence
If you could only listen to one song for the rest of your life, what would it be?
So Much to Say - Dave Matthews Band
If you could have the power of teleportation right now, where would you go?
Bora Bora or Australia
What is the last TV show you binge-watched?
Cobra Kai
Motto or personal mantra?
Rule #76: No excuses. Play like a champion.
What inspires or motivates you to do your job, as it relates to the customer experience?
The relationships with clients gives me all of the motivation I need.
My Team
Brandon Hayes
Managing Director, Private CFO®
Cristina Briboneria
Managing Director, Private CFO®
Kurt Brucker
Senior Vice President, Private CFO®
Billy Daniels
Senior Vice President, Private CFO®
Allison Baines
Wealth Plan Design Manager
Allyson Garringer
Operations Manager
Auguste Hanna
Wealth Plan Design Specialist
Austin Willis
Wealth Plan Design Specialist
Chelsey Schrader
Senior Client Service Associate
Courtney Wimpey
Wealth Plan Design Specialist
Danielle Witt
Client Service Associate
Sarah Vongsavath
Executive Assistant
Venus Brown
Client Service Associate
Featured Articles
The Art of the Upsell: How Airlines Maximize Every Mile
5 Things to Consider Before Buying Rental Real Estate
Financial Rules of Thumb
The Future of Sports Betting
Do's and Don'ts of Open Enrollment
Should You Have Life and Disability Coverage Outside of Work?
Is Now A Good Time to Cut the Cord?
When is the Right Time to Upsize?
Background and qualification information is available
at FINRA's
BrokerCheck website.
* Securities offered through Kestra Investment
Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through
Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen
Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra
AS do not provide tax or legal advice. Investor Disclosures: https://Bit.ly/KF-Disclosures