About Me

ABOUT ME

Eric Kulwicki CFA®, CFP®

With over 20 years in the financial industry, I’ve gained a significant amount of experience in investment research, portfolio management and working closely with financial advisors as an investment consultant.

At my core, I've always just wanted to be able to help those that need it, regardless of their wealth or status.

Working With Clients

Over the course of my career, I have observed many avoidable errors made by both individual investors and other financial professionals.

This reality drove me to step forward and provide direct, hands-on guidance to help clients navigate their financial lives with greater confidence.

Delivering Value to You Through Education

While I never thought I would need a website with my name and face all over the place, I do have a huge passion to help anyone that needs assistance with investing or other financial aspects of their lives.

I can't be everywhere at once and I wanted a way to share my knowledge and experience with anyone at any time in an accessible manner.

That's why I created this online investment educational platform.  I wanted to create tremendous value for whoever wants it and I feel like I'm giving back to the world. 

I'm really glad you're here to be a part of it!