Eric Simonson
- CFP®
- CRCP®
Abundo Wealth
Minneapolis, MN
Contact Eric
Eric can help you with
-
Investment Analysis
-
Retirement Planning
-
Employee Benefits
-
Tax Optimization
-
Insurance Planning
-
College Planning
Eric specializes in
- Artist/Performer
- Business Owner/Entrepreneur
- Medical Professional
- Travel Worker
- Mental Health Professional
- College Professor
- Early Retirement
- Financial Independence
- Couples
- Single Woman or Widow
- DIY
- Have Children or Dependents
- Healthspan or Longevity
Expertise
- Investment Analysis and Planning
- SRI or ERI
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- College Search Scholarship and Funding Planning
- Late Stage College Funding and Planning
- Financial Behavior and Wellness Education
- Life Event Planning
- Divorce Planning
- Special Needs Planning
- Windfall Planning
- Real Estate Planning
- Travel Planning
- Intergenerational Planning
Pricing
$499 for the first month and $189 per month after.
Ongoing financial guidance for all of life's adventures:
- Dedicated advisor relationship
- No account minimums
- Unlimited meetings and e-mails
About
Eric Simonson is the founder and CCO of Abundo Wealth located in Minneapolis, MN.
I started in financial services in 2007 at a Fortune 500 company. I became a Financial Advisor in 2009 and worked my way up to become the Managing Director of a nationally recognized financial planning practice. I loved what I did and the clients I worked with, but I wanted to create something different and special on my own.
Abundo was founded with the future of financial planning in mind. I believe that tech-driven advice, fee transparency, and low-cost investing will one day be the standard in the industry and I'm hoping to bring that day closer.
In my spare time, I'm an aspiring gardener and frequent traveler. I'm passionate about the environment and enjoy driving my electric car. My wife and I love to hike and have been fortunate to have done some amazing hikes all over the world. When I'm not talking to my clients, you'll probably find me at a coffee shop or at one of our great Twin Cities restaurants!