Eric TeichbergEric Teichberg, CFP®, CIMA®Managing DirectorWealth Partner
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About Eric
Eric Teichberg is a Managing Director and Financial Advisor with J.P. Morgan Wealth Partners, a division dedicated to providing comprehensive wealth management services to affluent families across America.
With over 30 years of advisory experience, Eric prioritizes assisting clients in understanding complex financial concepts relevant to their unique needs and circumstances.
He focuses on constructing investment portfolios that align with clients' risk tolerance and financial objectives. Eric develops comprehensive financial plans addressing cash flow requirements, tax strategies, and growth goals. Additionally, he aids in devising strategies for the transfer of wealth to future generations in a tax-efficient manner. He offers guidance on charitable giving and philanthropic initiatives, as well as tailored credit and lending solutions to meet clients' liquidity needs.
As a CERTIFIED FINANCIAL PLANNER® professional, Eric has met the rigorous educational, testing, and experience requirements to be a valued member of this community. As a Certified Investment Management Analyst (CIMA®), he combines practical knowledge with investment theory in advanced portfolio construction and risk management strategies.
Eric graduated from Brandeis University in 1992 with a BA in Political Science. He resides in North Potomac, Maryland with his wife and daughters. In his free time, he enjoys traveling, hiking, gardening, and reading.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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