Eric Jia, CFP® in

Eric Jia, CFP®

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International Financial Planner at Creative Planning
📍 Sugar Land, Texas, United States

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Experience
6 Years
Current Role
International Financial Planner
Location
Sugar Land, Texas, United States
Personality Overview

How Eric shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eric cares about

Strategic Priorities
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Career

Work history

5-2025
International Financial Planner
Creative Planning
1-2025 - 5-2025
Financial Solutions Advisor
Bank of America Merrill Lynch
11-2023 - 12-2024
Professional development
Career Break
12-2021 - 11-2023
Financial Solutions Advisor
Bank of America Merrill Lynch
1-2019 - 12-2021
Relationship Manager
Bank of America
In the press

Media appearances

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Education
Bachelor of Science - BS
University of Houston, C.T. Bauer College of Business
CFP Track
Bryant University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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