Eric Simonson
- CFP®
- CRCP®
Abundo Wealth
houston, TX
Contact Eric
Eric can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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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
Our amazing team works hard to make customized solutions for you and your family. We are located all across the USA and are passionate about helping people through unbiased, actionable financial advice. As the Founder & CEO of Abundo, my focus is making sure we are providing great value to our clients across the country, creating a warm and collaborative environment for our growing team, and helping Abundo reach its incredible potential.
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 created to transform the financial industry for the better. Our pioneering model is rooted in fairness and transparency and our goal is to bring quality financial advice to everyone. We believe in empowering individuals with the right financial tools and advice, paving the way for a stronger financial future for all.
After Abundo, I'm the most passionate about music and good coffee. Ask me about my favorite musicians or why I will run out of any coffee shop that serves different sized cappuccini.