Eric Brotman Email & Phone Number

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.

Listed skills include Retirement Planning, Estate Planning, Strategic Financial Planning, Wealth Management, and 28 others.