Eric Brotman, CFP®, AEP®, CPWA®
Chief Executive Officer/Advisor
Eric D. 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 holds a Bachelor of Arts degree from the University of Pennsylvania. He earned his Certified Financial PlannerTM (CFP®) certification in 1998, and completed his Master's Degree in Financial Services (MSFS) at the American College in 2003. He is also a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP®), a Chartered Advisor in Senior Living (CASL), a Retirement Income Certified Professional® (RICP®), and has recently earned the Certified Private Wealth Advisor® designation (CPWA®) from The Investment Management Consultants Association (IMCA®) at the University of Chicago Booth School of Business. Mr. Brotman is a Registered Representative with Kestra Investment Services and Investment Advisor Representative with Kestra Advisory Services.
Mr. Brotman is serving a four-year term on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of Governor Larry Hogan. He is a champion for financial literacy education, serving on the Business Advisory Council for the Comptroller of Maryland and volunteering for Junior Achievement of Central Maryland and the Eastern Shore. He is a 2009 alumnus and is currently serving as Chairman of the Board of Directors of Leadership Maryland. Additionally, Mr. Brotman serves on the Board of Trustees and is the Chairman of the University Advancement Committee at Stevenson University, where he previously served as an adjunct faculty member, teaching financial planning and investment planning courses to CFP® students. He is a 2006 alumnus and former board member of Leadership-Baltimore County, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and is serving on the advisory board for the Fusion Advisor Network, where he also facilitates study groups for financial advisors within their nationwide network. He is a member of the Baltimore Estate Planning Council, and the Maryland Chamber of Commerce, where he formerly served as Chairman of the Business Development Council.
Mr. Brotman's practice includes clients ranging from individuals to multigenerational families throughout the United States. He represents numerous small businesses and medical practices and frequently gives seminars and workshops for companies, membership organizations, and fellow financial advisors. He has been a featured speaker for educational and career conferences, where he has addressed groups as large as 1,500 people on topics related to financial planning, business succession planning, and entrepreneurship.
Mr. Brotman’s most recent book, Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor, was published in 2014 by AuthorHouse.
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.