Eric Simonson
Founder and CEO of Abundo Wealth | Certified Financial Planner™
Bio Info
Eric is the Founder and CEO of Abundo, a financial planning firm where they teach and empower people to take action and have ownership of their financial lives. He’s on a mission to help as many people as he can with high-quality and conflict-free financial planning.
After working as a traditional advisor for over a decade, Eric saw a need to help people who couldn’t work with a traditional financial advisor since most require having a certain amount of money to invest with them first.
Simonson left his corporate job and launched a different model, one where he was only paid for giving honest advice that benefited his clients, not him. He built Abundo around a Flat Fee and Advice-Only Financial Planning model, eliminating all conflicts of interest, without overcharging for professional advice and using proven low-cost investments. His firm now provides guidance to over 300 clients in all areas of their financial lives.
Eric is a passionate foodie and an aspiring yogi. He is also an avid traveler and chances are you’ll find him in Italy, Hawaii, Argentina, or anywhere other than his Minneapolis home. (He’s also a travel hacking expert.)
Audiences looking for advice on financial topics from general to topical will enjoy Eric’s approachable style of financial advice. DIY financial fans will appreciate how he’s tackling the traditional financial advice industry. Business owners unsure of how to attract new clients or grow their business will learn from Eric’s story and be inspired by his mission.
Book him now.
Previous Interviews
Business School with Sharran Srivatsaa
7 Personal Finance Secrets with Eric Simonson
Average Joe Finances
104. Financial Planning and Credit Card Hacking with Eric Simonson
The Jaily Show
The Jaily Show with Eric Simonson from Abundo Wealth
Successology
#13: Financial Independence 101 With Eric Simonson
Topic Suggestions
Secrets of the financial industry your advisor wouldn't want you to know
Everyone can benefit from a financial plan, even if you don't yet have money
What is travel hacking and is it a lot of work?
How to navigate big life transitions without hurting your finances
Best end of year tax strategies and how to prepare for next year
Leveraging the benefits of your credit card points as part of a financial plan
Growing an Advice-Only Flat Fee financial planning firm to 300 clients in 3 years - without conflicts of interest
Financial planning for FI-RE, what an advisor recommends his early retiree clients
Early retirees need a financial plan too
Financial planning for financial independence
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