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ABOUT ME

Eric KulwickiĀ CFAĀ®, CFPĀ®

I believe professional investment education and support should be accessible to everyone.

I’ve always had a passion for helping others succeed. With over 20 years of financial experience, including as a portfolio manager, investment consultant, research analyst and wealth advisor, I realized the best way to help others was to share what I know.

I created my online education platform to give you a direct line to real-world, institutional-level investment experience. I cut through the noise to share unique, professional insights that other educators may not be able to offer. Whether you are just starting out or looking to refine your strategy, I’m here to help you invest with knowledge, discipline, patience and confidence.