Eric Braund, Cfp®

Eric Braund, Cfp® Email and Phone Number

Founder and CFO at Black Walnut Wealth Management and a CERTIFIED FINANCIAL PLANNER™ Professional @ Black Walnut Wealth Management
traverse city, michigan, united states
Eric Braund, Cfp®'s Location
Traverse City, Michigan, United States, United States
Eric Braund, Cfp®'s Contact Details

Eric Braund, Cfp® work email

Eric Braund, Cfp® personal email

n/a
About Eric Braund, Cfp®

Eric is the Founder and Chief Financial Officer at Black Walnut Wealth Management. He is a Certified Financial Planner® professional and a Chartered Retirement Planning Counselor®. Eric brings over 20 years' experience working with high net-worth individuals and families, helping them achieve their goals of protecting and growing their wealth for retirement and for generations to come. Because Eric is a CFP® professional, he adheres to the high ethical standards and engages in at least 30 hours of approved continuing education in the financial industry each year.Eric is passionate about financial management and made his first investment at the age of 14. By reading the Wall Street Journal, and studying financial publications and investment papers, he became knowledgeable in the financial markets. His interest continued through high school and college where he graduated with his Bachelor of Science Degree in Finance from Hillsdale College. In 1994 Eric received job offers from companies in the big cities of Detroit and Chicago but chose instead to start his financial management career in Traverse City. He has a uniquely diverse background in financial and investment management bringing to you his collective experiences of handling wealth at a regional brokerage firm, national bank, and an accounting firm. Eventually, he followed his dream and formed his own firm, Black Walnut Wealth Management, in order to provide independent coordinated solutions for clients without the conflicts typically found at financial firms. Eric is a trusted financial planner and fiduciary investment advisor—grateful for all the wonderful clients who have put their trust in him over the years.As a native of the area, Eric enjoys all that Northern Michigan offers including hiking, biking, skiing, volleyball, and boating. He is passionate about spending time with his family and maintaining a balanced life. Eric and his wife, Jodi, have two children and live in Traverse City.To learn more about Eric and Black Walnut Wealth Management, please visit https://blackwalnutwm.com/---All Investment advisory services are offered through Dynamic Wealth Advisors.

Eric Braund, Cfp®'s Current Company Details
Black Walnut Wealth Management

Black Walnut Wealth Management

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Founder and CFO at Black Walnut Wealth Management and a CERTIFIED FINANCIAL PLANNER™ Professional
traverse city, michigan, united states
Employees:
3
Eric Braund, Cfp® Work Experience Details
  • Black Walnut Wealth Management
    Founder And Cfo
    Black Walnut Wealth Management Apr 2017 - Present
    13919 S W Bay Shore Dr, Suite 106, Traverse City, Mi 49684
    We work with families and individuals throughout Northern Michigan coordinating every aspect of your financial life. From tax planning and estate planning to retirement planning, we consider more than just your investments so that your entire financial picture is in alignment. ---Eric Braund is an Investment Advisor Representative with Dynamic Wealth Advisors. All Investment advisory services are offered through Dynamic Wealth Advisors.
  • Rehmann
    Financial Advisor
    Rehmann Jun 2007 - Apr 2017
  • Wells Fargo Private Bank
    Financial Advisor
    Wells Fargo Private Bank Nov 2004 - Jun 2007

Eric Braund, Cfp® Skills

Wealth Management Financial Planning Financial Advisory Investment Management Certified Financial Planner Retirement Planning

Eric Braund, Cfp® Education Details

Frequently Asked Questions about Eric Braund, Cfp®

What company does Eric Braund, Cfp® work for?

Eric Braund, Cfp® works for Black Walnut Wealth Management

What is Eric Braund, Cfp®'s role at the current company?

Eric Braund, Cfp®'s current role is Founder and CFO at Black Walnut Wealth Management and a CERTIFIED FINANCIAL PLANNER™ Professional.

What is Eric Braund, Cfp®'s email address?

Eric Braund, Cfp®'s email address is er****@****ann.com

What schools did Eric Braund, Cfp® attend?

Eric Braund, Cfp® attended Hillsdale College.

What are some of Eric Braund, Cfp®'s interests?

Eric Braund, Cfp® has interest in Family, Financial And Investment Management, Health And Fitness.

What skills is Eric Braund, Cfp® known for?

Eric Braund, Cfp® has skills like Wealth Management, Financial Planning, Financial Advisory, Investment Management, Certified Financial Planner, Retirement Planning.

Who are Eric Braund, Cfp®'s colleagues?

Eric Braund, Cfp®'s colleagues are Jodi Braund.

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