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Adviser, Sontag Advisory
Phone: 646.277.3621 LinkedIn
A believer in continuing professional development, Eric Dostal obtained the Certified Financial Planner™ (CFP®) designation, and graduated with a JD from St. John's University School of Law. Eric focuses primarily on providing affluent and high-net-worth individuals with expert, comprehensive and impartial financial planning advice to help those individuals achieve their unique life goals.
After joining Sontag Advisory in 2013, Eric has worked extensively with clients over the past four-plus years to create and implement their unique financial plans. Eric has demonstrated a high degree of skill developing and overseeing the investment, insurance, retirement, tax and estate planning strategies of his clients.
Eric currently lives in Merrick, N.Y., with his wife ,Jamie, and daughter Madeline. When not in the office, you can often find him spending time with family and friends. He also recharges by sitting down with a good book and honing his culinary skills.