Forest Hill Financial Advisory Group

Education
and Certification

Below are highlights of Eric's educational background as well as professional certifications.

  • MBA from University of Delaware
  • BS in Chemical Engineering from Pennsylvania State University
  • Hazards Materials Management Certificate from the University of California, Berkeley
  • Financial Planning Certificate from Kaplan University
  • Certified Equity Professional, Level One – Santa Clara State University
  • Completed education requirements for Certified Financial Planner
  • Series 7 License
  • Series 66 License
  • CA Insurance License
    (now expired)

 

 

 

 

 

 

 

 

 

Credentials


Eric Buonassisi

Eric Buonassisi is the President of Forest Hill Financial Advisory Group, LLC where he manages portfolios for private clients and performs Financial Planning functions for those clients needing guidance as they approach retirement. Eric draws upon 30 years of international business experience with a broad based training in stock options, financial planning and investment diversification from his advisor trainee days at UBS Financial Services.

His expertise spans:

  • Investment portfolio management
  • Retirement Planning
  • College Savings Planning
  • Estate Planning
  • Business case creation for venture investments

Before creating his own Financial Advisory business, Eric successfully completed his professional FA trainee program at UBS Financial Services. Within his first year at UBS,  he was promoted to Vice President - Investments, Corporate Stock Benefit Consultant. It was in this capacity that he learned the value of option premium income as a way for executives and middle management to generate extra, regular income from the use of call options on their employer-gifted stock compensation.


At Southwall Technologies, Eric was Sr. Vice President Marketing and Sales for a 300 employee high tech manufacturing organization where he increased annual sales by 56%. He also created the business analysis and “road show” for a $20 million secondary stock offering.


As COO of Visucom Systems, Eric was responsible for all human resource management, operations, client consulting contract implementation, training and sales planning/budgeting activities for an ergonomics consulting/training organization.


Prior to Visucom, Eric held a variety of management positions over a period of 23 years with the DuPont Company. His last assignment for DuPont was as Western Region Manager for the Refinish Paint Business where he had P&L responsibility for $90 MM revenue, 6 warehouses, 4 District Managers, 120 sales/warehouse employees.

Financial Advisory Group
Forest Hill Financial Advisory Group LLC
469 Pacheco Street, Suite 200
San Francisco, CA 94116

(415) 665-9902
Email Customer Service

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