On today's episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and national speaker, Eric Brotman of BFG Financial Advisors.
Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners, all of whom enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.
In today's chat we will discuss:
- Gender Differences in Financial Planning: Does it matter?
- Estate Planning: Is it only for the wealthy?
- CFP® certification: Why it's the designation of choice for Eric Brotman
Be sure to connect with Eric Brotman:
LinkedIn: https://www.linkedin.com/in/ebrotman/
Twitter: https://twitter.com/brotmanplanning
Facebook: https://www.facebook.com/BFGFinancialAdvisors
Website: https://www.bfgfa.com/
Email: ebrotman@bfgfa.com