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Eric Braund, Cfp® is listed as Founder and CFO at Black Walnut Wealth Management and a CERTIFIED FINANCIAL PLANNER™ Professional at Black Walnut Wealth Management, a company with 3 employees, based in Traverse City, Michigan, United States. AeroLeads shows a work email signal at blackwalnutwm.com and a matched LinkedIn profile for Eric Braund, Cfp®.
Eric Braund, Cfp® previously worked as Founder and CFO at Black Walnut Wealth Management and Financial Advisor at Rehmann. Eric Braund, Cfp® holds Bachelor Of Science - Bs from Hillsdale College.
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AeroLeads found 1 current-domain work email signal for Eric Braund, Cfp®. Compare company email patterns before reaching out.
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.
Listed skills include Wealth Management, Financial Planning, Financial Advisory, Investment Management, and 2 others.
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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.
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Eric Braund, Cfp® works for Black Walnut Wealth Management.
Eric Braund, Cfp® is listed as Founder and CFO at Black Walnut Wealth Management and a CERTIFIED FINANCIAL PLANNER™ Professional at Black Walnut Wealth Management.
AeroLeads has found 1 work email signal at @blackwalnutwm.com for Eric Braund, Cfp® at Black Walnut Wealth Management.
Eric Braund, Cfp® is based in Traverse City, Michigan, United States while working with Black Walnut Wealth Management.
Eric Braund, Cfp® has worked for Black Walnut Wealth Management, Rehmann, and Wells Fargo Private Bank.
Eric Braund, Cfp®'s colleagues at Black Walnut Wealth Management include Jodi Braund.
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Eric Braund, Cfp® holds Bachelor Of Science - Bs from Hillsdale College.
Eric Braund, Cfp® is listed with skills including Wealth Management, Financial Planning, Financial Advisory, Investment Management, Certified Financial Planner, and Retirement Planning.
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