CFP®, Grad Dip, ACII, QFA FLIA
Eamon is one of Ireland's leading financial planners with 34 years experience having worked in two leading Irish insurance companies before starting his advisory career as a stockbroker and then setting up his own business as an independent financial adviser.
Through his fee based independent financial planning and wealth mentoring business, Aspire Wealth Management, Eamon advises on all aspects of specialist financial planning ranging from investments and retirement programs through to raising finance, efficient tax planning and protection arrangements.
Both Eamon’s business and family home are based in the North Dublin town of Malahide and having played water polo for over 25 years he now focuses on golf, albeit not too well, to meet his competitive needs.
Eamon's DNA Natural Behavior Style is - Strategist
Eamon's DNA Natural Behavior Style is that of a Strategist, a style which is very task orientated and competitive while seeking to initiate changes to produce better results. Eamon is analytical, logical, direct and confident and has a rational, thoughtful approach to all aspects of wealth creation
Eamon has a long involvement in Irish financial matters having been one of the inaugural judges for the Moneymate Investment Awards before representing the Irish Brokers Association for several years as a board member with the life assurance technology company, Assurelink. In 1994 he was an examiner for the financial educational body The Life Insurance Association, before becoming the editor of its technical journal “The Professional” from 1995 to 1997. He was appointed to the board of directors of the LIA in 2000, becoming its President in 2004. From 2008 to 2010 he served on the Council of the IBA as well as its Public Relations and Management Committees while in 2009/10 he chaired the IBA’s Financial Services Committee.
He holds a Graduate Diploma in Financial Planning (First Class Honours) from University College Dublin and is an accredited CERTIFIED FINANCIAL PLANNER™. He is also an Associate of the Chartered Insurance Institute (ACII), a Qualified Financial Advisor (QFA) and a Fellow of the Life Insurance Association (FLIA).
DNA Behavior News & Research
- The Importance of People Centered Leadership in the Financial Industry
- Leverage Technology to Grow Behaviorally Smart Advisors
- What Do Clients Want From Their Advisor?
- What is the Key to Effectively Managing Personal Finances?
- Are You Skating on Thin Ice?
- CRM: Customer Relationship Management or Compliance Regulatory Machine?
- The Life Experience I want to Create
Eamon Porter - Managing Partner, DNA Behavior Ireland