Eric  Simonds,  CFP<sup>&reg;</sup> - Financial Advisor

Eric Simonds, CFP®

Fee-Only Financial Planner

Saltwater Harbor Financial, LLC

1 Poplar Drive
Brunswick, ME 04011
FINANCIAL ADVISOR'S WEBSITE
(888) 480-2650 Contact Me

General

Eric Simonds is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Saltwater Harbor Financial, LLC in Brunswick, ME and the surrounding communities.

Financial Advisor Overview

As a fee-only establishment, Saltwater Harbor is compensated solely by our clients. There are no payments contingent on the sale of a financial product, no commissions, no bonuses. We are here solely for our clients, not the possibility of what we may be able to sell to them. We are one of the only financial practices that does not require a minimum net worth, amount invested or the custody of your assets in order to help you. We believe that everyone deserves the possibility of a financial future, regardless of their current situation. Adopting a fee-only model allows us to be accessible to nearly every individual seeking guidance. We work by the hour and you pay us only for the work we do for you. Nothing makes us more proud than seeing our client’s dreams and wishes come true. Your needs will always come first at Saltwater Harbor Financial.

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Financial Advisor Experience

Eric Simonds CFP® has a passion for helping others. Over the past 12 years, Eric has gained his skills and credentials through both private and public sector careers in finance, policy and compliance. This experience, in addition to his Masters of Financial Planning from Golden Gate University, allows him to provide quality financial planning to all Maine families through Saltwater Harbor. Eric takes great pride in operating his own financial planning practice, knowing he makes a difference in the lives of his clients. His motivation for success is fueled by his clients’ accomplishments and ability to achieve their financial dreams with his guidance. Eric is a Certified Financial Planner™ and a founding member of the Maine Senior Education Collective, President of Freeport Think Local, works with several non-profits and is the current Secretary of the Board of Directors for the oldest corporation in the State of Maine, Beta Housing, Incorporated. In addition he is a contributor to many media outlets and has had the honor of having his writings appear in Parent and Family, My Generation and Maine Magazine. Eric has served as a subject matter expert on several radio shows and hosts a weekly personal finance show WCME 900AM. In addition, Eric is the ONLY fee-only financial planner in Maine with no account minimum requirement to utilize the “assets under management” compensations model. His philosophy of the advisor and client growing successful together permeates all aspects of his life and financial advisory practice. Eric is both a 2011 National Huguenot Scholarship recipient and the sole 2012 National Association Professional Financial Advisors Merit Scholar. In addition to his Masters in Financial Planning, Eric also holds Bachelor degrees from both the University of Maine and the University of Southern Maine. Highly involved in his local community and family, he resides in Brunswick with his wonderful wife, Kate, their two amazing sons, two naughty dogs and a cat.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Masters of Financial Planning

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Eric Simonds CFP® utilizes TD Ameritrade Institutional, a division of TD Ameritrade, Inc. Member FINRA/SPIC/NFA and participates in the TD Ameritrade Institutional program.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources