Eric SimondsCRD Number: 6153498
Current Firm: Saltwater Harbor Financial LLC
Eric Simonds is a Portland, Maine Fee-Only Financial Planner located in Brunswick, ME and serving clients across the country. Saltwater Harbor Financial LLC specializes in providing objective financial planning, in accordance with the fiduciary standard, to help clients build, manage, grow, and protect their assets through life transitions. Eric Simonds is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional and has been admitted to the Paladin Registry.
Eric Simonds CFP® has a passion for helping others. Over the past 15 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. “We Grow Together™” is not only the firm’s motto but also a core belief of Eric Simonds CFP®.
Eric is a Certified Financial Planner™, one of the founding member of the Maine Senior Education Collective, a Former President of Freeport Think Local, currently works with several non-profits and is the past 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 hosts a weekly show (The Midcoast Money Memo) WCME 900AM as well as on Derek Volk’s Box Talk Radio. 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.
F L Putnam Investment Management Company
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuna Brokerage Services, Inc.
|Saltwater Harbor Financial LLC||Brunswick, ME||Jul 2012 - Current||4|
|State Of Maine||Augusta, ME||May 1999 - Apr 2012||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management9MILLIONS
Total Number of Accounts98ACCOUNTS
Average Account Value$91,837
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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