About Vanir Wealth Strategies
Meet Eric Bruns, CFP®, AAMS®
Financial Planner & Founder of Vanir Wealth
Born and raised in Palm Beach County, Florida, Eric graduated from the Virginia Military Institute and was commissioned as a field artillery officer in the US Army. He served in diverse assignments from the platoon to theater level headquarters – including multiple overseas tours to Afghanistan, Korea and Dubai. After 10 years on active duty, he transferred to the Reserves and moved back to Palm Beach County with his family.
Prior to founding Vanir Wealth Strategies, Eric served as a financial advisor at Raymond James & Associates building and refining the process and practices at the core of Vanir’s vision and strategic approach.
In addition to serving his clients, Eric currently serves as a Major in the US Army Reserve and is a trustee on the Palm Beach Gardens Firefighters Pension Board.
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.