Eric Brotman Email and Phone Number
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Eric Brotman personal email
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Eric Brotman phone numbers
Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors. He began his financial planning practice in 1994 and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning services.Eric holds a Bachelor of Arts degree from the University of Pennsylvania. He earned his Certified Financial PlannerTM (CFP®) certification in 1998 and completed his Master’s Degree in Financial Services (MSFS) at the American College in 2003. He is also an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Eric is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.Eric served two four-year terms on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of Governor Larry Hogan. He is a champion for financial literacy education, serving on the Business Advisory Council for Comptroller Peter Franchot in Maryland and the Advisory Board for Females & Finance. Eric served on the Board of Trustees and as Chairman of the University Advancement Committee at Stevenson University. He is a 2006 alumnus and former board member of Leadership-Baltimore County, a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council.In addition to BFG Financial Advisors, Eric founded Brotman Consulting Group, LLC, which works with other financial advising firms to amplify their practices and create influence, and Brotman Media Group, LLC which focuses on creating and distributing educational resources to help spread financial literacy throughout the community.Eric published his award-winning third book “Don’t Retire… Graduate!: Building a Path to Financial Freedom and Retirement at Any Age” in 2020 and hosts a similarly-titled podcast. He appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore and is a frequent contributor on Forbes.com. As a sought-after speaker, Eric frequently gives seminars and workshops for companies, membership organizations, and fellow financial advisors.
Kestra Investment Services, Llc And Kestra Advisory Services, Llc, Formerly Nfp
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Registered Representative And IarKestra Investment Services, Llc And Kestra Advisory Services, Llc, Formerly NfpWashington, Dc, Us
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Chief Executive Officer/AdvisorBfg Financial Advisors Dec 2018 - PresentTimonium, Md, UsAs of January 1, 2019, we have changed our corporate identity to BFG Financial Advisors in order to align our branding with the current state of our growing firm. BFG Financial Advisors represents the final step in the consolidation of Brotman Financial Group and Benwood Financial Group.
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President & Managing PrincipalBfg Financial Advisors Oct 2003 - Dec 2018Timonium, Md, UsBrotman Financial Group, Inc. is an independent firm whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families across the United States.We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them.Our ideal clients are multi-generational families - individuals and couples whose very busy lives include balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents.Once we have completed our initial planning process, we find our clients' financial lives are less hectic and better organized, and their financial, retirement, and estate plans are better focused. They have an action plan targeted to their short- and long-term goals. And they have us on call for regular review meetings, to help ensure that the plan stays on track.
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Registered Representative & IarKestra Investment Services, Llc And Kestra Advisory Services, Llc, Formerly Nfp Securities Inc 2002 - PresentDisclosure:Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered representatives with Kestra Investment Services, LLC and investment advisor representatives with Kestra Advisor Services, LLC may only conduct business with residents for the states and jurisdictions in which they are properly registered. Neither Kestra IS nor Kestra AS provide tax or legal advice. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 737-443-2582.Investor Disclosures: https://bit.ly/KF-Disclosures
Eric Brotman Skills
Eric Brotman Education Details
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University Of PennsylvaniaEnglish -
St. Paul'S School For BoysGeneral Studies
Frequently Asked Questions about Eric Brotman
What company does Eric Brotman work for?
Eric Brotman works for Kestra Investment Services, Llc And Kestra Advisory Services, Llc, Formerly Nfp
What is Eric Brotman's role at the current company?
Eric Brotman's current role is Registered Representative and IAR.
What is Eric Brotman's email address?
Eric Brotman's email address is eb****@****ial.com
What is Eric Brotman's direct phone number?
Eric Brotman's direct phone number is +141030*****
What schools did Eric Brotman attend?
Eric Brotman attended University Of Pennsylvania, St. Paul's School For Boys.
What are some of Eric Brotman's interests?
Eric Brotman has interest in Children, Economic Empowerment, Education, Public Speaking, Country Music, Baltimore Ravens, Health, Wine, Philadelphia Flyers.
What skills is Eric Brotman known for?
Eric Brotman has skills like Retirement Planning, Estate Planning, Strategic Financial Planning, Wealth Management, Financial Advisory, Iras, Asset Management, Financial Services, Insurance, Wealth Management Services, Finance, Asset Managment.
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