Eric Blattner
TPCP (Tax Planning Certified Professional) · CERTIFIED FINANCIAL PLANNER® (CFP®) · Chartered Financial Analyst (CFA) · Certified Investment Management Analyst (CIMA®) · Enrolled Agent (EA)
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In-Person
Specialties
About Me
Eric Blattner is a Managing Partner at Divvi Wealth Management, where he helps high-income families, successful business owners, and retirees bring clarity and confidence to their financial lives.
With more than two decades of experience in wealth management, Eric focuses on advanced planning strategies that integrate tax efficiency, investment management, and long-term wealth preservation. Eric holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Certified Investment Management Analyst (CIMA®) designations, reflecting his commitment to professional excellence and fiduciary responsibility. He is known for his straightforward approach and focus on helping clients make informed, intentional financial decisions. Outside of work, Eric and his wife Amy have three young children. Much of his free time is spent with family—at the pool, sporting events, or planning their next adventure together. He enjoys the outdoors, cooking and barbequing, and spending time at the lake with friends and family. Eric grew up in Atchison, KS, and is proud to serve families in the Kansas City community, while also working with clients nationwide through both in-person and virtual meetings. His down-to-earth approach reflects what he values most: building lasting relationships and helping families align their wealth with what matters most to them.
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Interests & Hobbies
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Credentials
TPCP (Tax Planning Certified Professional), CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA®), Enrolled Agent (EA)
Chartered Designations
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Disclosures
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Divvi Wealth Management (DWM) is an investment adviser registered with the Securities and Exchange Commission (SEC) and located in Kansas City, MO. DWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. DWM’s website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. For information pertaining to the registration status of DWM, please contact the SEC. A copy of DWM’s current written disclosure statement discussing DWM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request. While the Advisor has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Insurance products and services are offered and sold through Divvi Insurance Solutions (DIS) and individually licensed and appointed insurance agents. DIS is affiliated with Divvi Wealth Management.