Eddie Kreitz CFP, B.B.A.


Families and business owners who work with Eddie Kreitz understand that careful financial planning is a key piece of the puzzle when it comes to their holistic wellness and lifestyle. Eddie uses a proven personalized planning process designed to help his clients achieve both their personal and financial goals. His simple yet collaborative approach to coordinating effective financial strategies provides effective planning advice that imagines a future that is always bigger than the past.

Recognized as one of the top advisor’s as a result of his work ethic and client friendly approach, Eddie is extremely motivated to grow and build his financial planning practice. With strong financial planning values instilled in him, Eddie has a family background in insurance planning and he is passionate about using his education and experience to help people focus on the big picture of their future self and family.

In his spare time, Eddie enjoys being active and can be found at the gym, golf course or tennis courts. He also enjoys spending time with his family and friends, partaking in community events and traveling to see different parts of the world.