Eric Negron, CEPA®
Executive • Business Advisor • Exit Planner • Advisor Mentor
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Executive • Business Advisor • Exit Planner • Advisor Mentor
Areas of Focus
- Estate Planning
- Exit Planning
- Owning a Business
- Retirement Planning
- Taxes
About Eric Negron, CEPA®
Hi, I'm Eric Negron, CEO and Managing Partner of Forefront Wealth Partners.Everything you need to know about me you would have learned in kindergarten… I like to color outside the lines. I was born in Germany, as my dad was stationed there as an officer in the Army. I grew up in a great and loving family that instilled discipline, hard work, commitment, insatiable curiosity, laughter, and a lot of love.
I came to the Wealth Management industry after I completed a rigorous training program inside of a bank’s management trainee program. At the time, I wanted to wear nice suits every day to work, have a flexible work schedule, and build a relationship with clients that would span multiple generations. I always tell people I grew up in the business because I started at such a young age. The ability to serve our clients and their families while building a lifetime bond has been one of the greatest surprises and life-fulfilling elements that financial advising has provided.
Over the years, I have had many titles, from Vice President to President’s club member. Prior to starting Forefront, I was the President of a billion-dollar bank’s wealth management group. In 2016, we launched Forefront Wealth Partners with a passion to provide exceptional and personalized advice to our family members (most folks refer to them as “Clients”). It was paramount to build an environment where every team member was a good human being first and foremost and they just so happen to also be brilliant and passionate professionals.
My number one life goal is to leave the world better off than the way I found it. I propose to do this through our work at Forefront, but also in every interaction I have whether it be an email, or phone call, a prospective client meeting, a meaningful life conversation with a team member, a handwritten thank you note, or any interaction I am a part of.
➕ LEARN MORE ABOUT ME
If you had an extra hour to yourself in the morning, how would you spend it?
I would use my extra hour to enjoy a great cup of coffee, read a great book, maybe go for a short walk, and spend some time thinking about all the things I’m grateful for in my life.
What’s the most likely place people could find you on a Saturday night?
Family game night…you can find me and my wife and our children gathered around the dinner table playing uno or connect four, laughing and deeply competing.
Which would you pick: Living on the beach or living near the mountains?
Do I have to choose…? I think I’d figure out how to have both a beach house and a place in the mountains.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I would wish for great health for me and my family, I would wish for happiness, and I would wish for wealth to be able to provide for my family and also to help those less fortunate.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Find mentors sooner and maintain an ongoing relationship with them. People would have the skills, jobs, and attributes of life you would like to have our emulate are invaluable. Having mentors who genuinely care about you and who can help you navigate through life’s challenges is life-changing.
What are your top 5 book recommendations you think everyone should read?
• The 7 Habits of Highly Effective People by Stephen Covey
• The Alchemist by Paulo Cohelo
• The 5 Love Languages by Doctor Gary Chapman
• The Seasons of Life by Jim Rohn
• Any and every book by Author Patrick Lencioni
Professional Designations
- Accredited Wealth Management Advisor (AWMA)
- Certified Exit Planning Advisor (CEPA)
Affiliations
- Financial Planning Association
Primary Location
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Forefront
Wealth Creation is a path paved with intention, strategy, and action. Forefront Wealth Partners is here to empower you to confidently arrive at True Wealth.What Does Financial Freedom Look Like For You?
At the core, True Wealth creates the freedoms of time, money, and relationships to live a life you love.
⏱️ TIME: In life, you dedicate a significant amount of time to earning. The traditional definition of wealth is, “How long can you maintain your lifestyle without earning?” Imagine what your life could be when what you earn is not a direct product of your time.
💰 MONEY: Money worries are normal. You work hard to create a good life, but often feel like you are one life event from chaos. Having a plan that helps you understand money while prioritizing stability on the path to prosperity can bring you peace of mind.
🧑🤝🧑RELATIONSHIPS: Your loved ones are worth more than gold. Spending quality time with them may come second to supporting them. Having a strategic approach to your finances can free up the time and money to invest more time being present with the ones you love, while securing a legacy for them.
This Step to True Wealth is Simple: Contact Us.
✅ You’ll Build True Wealth Intentionally with Passion, Consistency, and Our Guidance.
✅ We Empower People Like You Every Day.
Forefront Wealth Partners is here to ensure that you thrive on your path to True Wealth. You’ll receive our very best Financial Planning, Education, and Investment Management guidance at every turn because we are passionate about your future.
Education
University of Phoenix, Bachelor of Science - BS, Business Administration and Management, General
Hobbies and Interests
- Family
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Gen X
- Living in Retirement
- Technology Professionals
- Women’s Finance
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