About Vanir Wealth Strategies
Meet Eric Bruns, CFP®, AAMS®
Financial Planner & Founder of Vanir Wealth
Eric founded Vanir Wealth Strategies in 2021 with the goal of helping people worry less about money so they can focus on what truly brings them joy.
Eric is a graduate of the Virginia Military Institute and a US Army Veteran, where he served as a field artillery officer. He served in diverse assignments from the platoon to theater level headquarters – including multiple overseas tours to Afghanistan, Korea and the Middle East. After 10 years on active duty, he transferred to the US Army Reserve.
Prior to founding Vanir Wealth, Eric was a financial advisor at Raymond James & Associates working with high net worth individuals and families.
In addition to serving his clients, Eric currently serves as a Major in the US Army Reserve.
Eric lives in Palm Beach Gardens, FL with his wonderful wife Jinny, their daughter Evelyn, and their goofy yellow lab Dooly. He enjoys spending time with his family, coaching his daughter’s soccer team, motorsports, reading history, and donating his energy to Veteran causes.
We’ll get to know each other better through a series of conversations. Ultimately, we want to build trust with each other and learn if we are a fit to work together.
Typically 1 or 2 phone, virtual, or in-person consultation meetings
Broad, conversational style meetings - no specific personal details required
If we aren’t the best fit to help you reach your goals, we can make recommendations on what may work better
We dive deep into learning about you – your goals, values and aspirations. We gather all the raw data we’ll use later to develop your tailored strategy.
Typically 1 to 2 hours worth of meetings to learn everything we need to build your strategy
Deep dive into gaining an understanding of your goals, values, risk tolerance, time horizon and resources available
May consist of follow up emails/calls to clarify certain details after initial deep dive
Analysis and Strategy Development
We’ll take all we’ve learned about you and develop a tailored wealth strategy through our comprehensive financial planning process.
Apply financial planning methodology to build a comprehensive wealth strategy consisting of:
- cash flow
- debt management
- investment strategy
- education planning
- retirement planning
- estate planning
- risk management
Analyze and stress test strategy to determine feasibility for your stated goals
Strategy will be presented to you for final approval or refinement prior to implementation
Implementation and Ongoing Assessment
Once you approve your strategy, we’ll implement it and set up our ongoing communication process. We assess and refine your strategy as your life changes.