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Eric Simonson | Financial Advisor

Profile img for Eric Simonson, financial advisor at Abundo Wealth
Minneapolis, MN
Eric Simonson
Financial Advisor
Abundo Wealth

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We provide conflict-free, comprehensive financial planning for a low monthly cost.
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Specialties and Expertise

5
Cash Flow Analysis
Credit & Lending Needs
Debt Management
College Planning
Retirement Income

Clientele

7
New Investors
Healthcare Workers
Doctors
Single Mothers
Women in Tech
Businesswomen
Nurses

Credentials and Designations

2
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Chartered Retirement Plan Counselor®

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Certified Financial Plannerâ„¢

Quick Facts About Eric
Years of Experience:15 yearsMember since:2022

Services Provided

How I help my clients

Tax Planning

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Retirement Planning

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Advice-Only Financial Planning

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Pricing Models

Flat Fee

Proof of License

SEC Profile
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Minneapolis, MN
Eric Simonson
Financial Advisor
Abundo Wealth
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