Eric Brotman – Graduating into Retirement

Eric Brotman, CFP®, AEP®, CPWA® is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution.  Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.  Mr. Brotman’s clients enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.

Mr. Brotman appears regularly on television on 11 News Sunday Morning on WBAL in Baltimore, and was interviewed by WMAR Baltimore / ABC2 News on a segment regarding the effects of Brexit for investors. He has appeared in print in Wall Street Journal, The Baltimore Sun, Baltimore Business Journal, The Daily Record, Smart CEO, Investment Advisor, Fidelity Investor's Weekly, Investment News, Journal of Financial Planning, Crain’s Baltimore, and numerous other publications. He has published articles on various websites, including Yahoo! Finance, ChiefExecutive.com, Reuters.com, Financial-Planning.com, and Forbes.com. He has appeared on numerous radio programs, including the Marilu Henner Show and KGO News in San Francisco. Mr. Brotman was named as one of the “Maryland Power Players” by The Gazette of Politics and Business in 2010 and one of the “Very Important Professionals” by The Daily Record in 2011.

Eric Brotman Vroom Veer Stories

Veered away from Law School after getting a job; wasn't interested in the legal side
Worked in insurance in his 20's; took advantage of employer funded education
Found a venture capital partner; provided the sweat equity for the business
Graduated from that partnership; divided the client base and mortgaged everything
Survived and even thrived through both the Dot com bubble and the 2008 crash
Started his succession planning efforts in his 30's; took on partners for the longevity of the business
Loves to teach financial literacy in schools and to his clients

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Disclosure:  Eric offers securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Brotman Financial Group or any entity referenced herein. Neither Kestra IS nor Kestra AS provide tax or legal advice. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.