Eric Gottesman is a Financial Advisor with Walnut Beech Advisors.
As an Enrolled Agent, he is a federally authorized tax professional who is licensed by the Internal Revenue Service (IRS) to represent taxpayers in all tax matters, including audits, collections, and appeals. The enrolled agent status is the highest credential awarded by the IRS.
For over 13 years, Eric has specialized in developing personalized financial strategies for individuals and families, focusing on comprehensive financial planning, investment management, insurance solutions, estate planning, and tax strategy. His integrated approach-combining expertise in wealth management, income planning, and taxation, allows his clients to pursue their financial goals with clarity and confidence.
A graduate of the University of Pittsburgh, Eric lives in Lido Beach, New York, with his wife and family.