Feb 6, 2024
Eric Simonson is the CEO of Abundo and in charge of
driving our mission of providing high-quality, conflict-free
financial planning to everyone. In addition to managing the team,
he works with a small but amazing group of clients and helps them
work towards their financial and travel goals. Eric is a passionate
foodie and enjoys meditation. He is also an avid traveler and loves
exploring new destinations. Eric is a CERTIFIED FINANCIAL
PLANNER™.
Eric Simonson joins us to share the story about starting his own
firm, Abundo Wealth, after 12 years at another firm. He shares how
in just 4 years, he grew his firm to over 650 clients through
referrals and by providing affordable financial planning. Eric
Discusses how he uses technology to scale while keeping costs low
and providing a great client experience. Eric also shares how he
helps clients maximize credit card rewards and travel benefits as
part of their financial plans.
“We really doubled our focus to figure out okay, how can tech support the adviser relationship and help us scale help us keep our costs low, to allow the advisors to really shine” - Eric Simonson
This week on The Model FA Podcast:
Connect with Eric:
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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