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Eric Kats

Eric Kats

Client Services Associate

Eric Kats officially joined Penn Wealth Planning in July of 2020 as the Front Desk Receptionist.  Prior to that, Eric worked as a tax intern with Penn Wealth Accounting Group. Eric is now a member of our Client Services Team as a Client Services Associate;  his role is to assist the advisors, and staff, as they guide clients throughout the financial planning process.

Eric is currently a student at Strayer University’s School of Business with a concentration in Finance and Accounting.  He takes great pride in helping others, and enjoys finding new creative approaches to tasks on which he is working.

Eric didn’t always work in finance, he has been a competitive youth cheerleading and gymnastics coach for 15 years.  He has also worked in the medical field as an Emergency Medical Technician, Patient Care Technician in a hospital, and Home Health Aide.

In his free time, Eric loves to compose and play music; he plays the guitar, bass, drums, piano, and ukulele. He also hopes to one day be on Jeopardy and wager a true daily double!