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Eric D. Brotman, CFP®
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Eric D. Brotman, CFP®, AEP®, MSFS is President and Managing Principal of Brotman Fi...lihat lebih banyakPlease follow the link below to join our e-mail list:
http://www.brotmanfinancial.com/Home.aspx
Eric D. Brotman, CFP®, AEP®, MSFS is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners. Mr. Brotman’s clients enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.
Mr. Brotman 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 a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP®), and a Chartered Advisor in Senior Living (CASL). Mr. Brotman is a Registered Representative and Investment Advisor Representative with NFP Advisor Services, LLC.
Mr. Brotman’s 2nd book, “Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor,” was published in 2014 by AuthorHouse as a follow-up to “Debt-Free for Life: The Tools You Need to Free Yourself from Debt,” published in 2009 by One Hour or Less Publishing, LLC. He is a 2006 alumnus of Leadership-Baltimore County and a 2009 alumnus of Leadership Maryland, where he is serving as Vice Chairman on the Board of Directors. Mr. Brotman serves on the Board of Trustees and is the chairman of the University Advancement Committee at Stevenson University, where he previously served as an adjunct faculty member, teaching financial planning and investment planning courses to CFP® students. He is a Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and is serving on the advisory board for the Fusion Advisor Network, where he also facilitates study groups for financial advisors within their nationwide network. He is a member of the Baltimore Estate Planning Council, and the Maryland Chamber of Commerce, where he served as Chairman of the Business Development Council. He is a champion for financial literacy programs for high school and college students, and serves on the Business Advisory Council for the Comptroller of Maryland.
Mr. Brotman's practice includes clients ranging from individuals to multigenerational families throughout the United States. He represents numerous small businesses and medical practices and assists in the long-range planning for executive benefits and partner buy-outs. Mr. Brotman frequently gives seminars and workshops for companies, membership organizations, and fellow financial advisors, and he has been a featured speaker for educational and career conferences, where he has addressed groups as large as 1,500 people on topics related to financial planning, business succession planning, entrepreneurship, and insurance matters. He was involved in assisting families of victims from 9/11 on a pro-bono basis, and has counseled dozens of employees from major local companies at the time of their voluntary or involuntary separation from service.
Mr. Brotman appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, as well as in print in Wall Street Journal, The Baltimore Sun, Baltimore Business Journal, The Daily Record, Smart CEO, Investment Advisor, Fidelity Investor's Weekly, Investment News, Journal of Financial Planning, Wealth Manager, National Underwriter, Registered Representative, Entrepreneur, Baby Years, Life Association News, and American Way, the American Airlines in-flight magazine. He also publishes articles periodically on the Adviceiq.com website, and has appeared on the Morningstar Advisor, Financial-Planning.com, and Forbes.com websites. Mr. Brotman was recognized as one of the “Maryland Power Players” by The Gazette of Politics and Business in 2010 and was named one of the “Very Important Professionals” by The Daily Record in 2011.
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC.
Brotman Financial Group is a member of Fusion Advisor Network, a platform of NFPAS. NFPAS is not affiliated with Brotman Financial Group, Inc.lihat lebih sedikit
Buku oleh Eric D. Brotman, CFP®
Retire Wealthy: The Tools You Need to Help Build Lasting Wealth - on Your Own or with Your Financial Advisor