Eric Simonson, CFP®, CRPC® Abundo Wealth
About Eric Simonson, CFP®, CRPC®, CLTC®
Hi! I’m Eric Simonson, and I’m the Owner of Abundo Wealth. We do things very differently here at Abundo. Our motto is ‘minimize fees, maximize life.’ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.
We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.
We charge a flat monthly subscription for our service and nothing more. After that, it’s our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice.
If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.