Empowering Investors Through Education

Eric Kulwicki

Eric Kulwicki CFA®, CFP®
Investment Consultant
Portfolio Manager
Wealth Advisor

Online Investment Education Courses

As a full-time investment consultant, portfolio manager, and wealth advisor, I spend my days navigating complex markets. But my passion isn’t just managing wealth, it’s sharing that knowledge with anyone ready to build their financial future. 

I believe sustainable wealth is built on a foundation of knowledge and understanding, not speculation or blind guesswork. Unfortunately, I can’t be everywhere at once to help everyone who asks for financial guidance. To bridge this gap, I developed a series of online investment courses that allow me to share my teachings with you, anytime and anywhere.

While there is no shortage of financial information available, more information doesn’t always lead to better investment decisions. Many investors get information overload that leads to confusion and inaction.  

I approach these courses a bit differently.  Based on my extensive investment experience, I try to filter out the noise to deliver concise, high-impact education that focuses on what I believe is truly important when investing.

Whether you are a DIY investor or want to better understand what your current financial advisor is doing with your money, this education is designed for you.

Your investments are only as strong as your knowledge behind them. If you are ready to deepen your understanding and invest with greater confidence, allow me to join you on your educational journey.

Get Started. Invest in Yourself.

Learn at Your Own Pace in Your Own Comfort

Everyone learns at their own pace and in their own way. These multimedia-driven courses allow for learning without judgment and within your own comfort level.

Easy access to courses and lessons.

Multimedia approach to learning.

 

Multiple ways to explain financial concepts.

Access Your Courses on the Kajabi Mobile App

The Courses

Access my growing library of multimedia educational content.

I teach you how to think when investing.
Don’t get caught up in things that don’t really matter. Focus on what does.

The Basics

Investing is a key tool to pursuing wealth.  Understand the basics to get started.

Economics 101

Learn how supply and demand drive the global economy, the markets, and your life.

Assets, Investors & Markets

Many investors miss what really drives the markets. Dig deeper into the mechanics.

Understanding Risk

Volatility and risk are not the same. Understand the risks you should try to manage.

Investment Styles

Investment styles often drive decision making. Have you defined your investment style?

Investment Products

You need to really know what you’re invested in. This is where big mistakes can happen. 

Investment Account Types

Explore how to use different investment account types to your advantage.

Managing My Own Money

As a professional investor, I share the framework I use to manage my own money.

Working With Financial Advisors

Not all financial advisors are alike.  Learn what to look out for.

Resources

Learn some of the third-party resources that I use to help me manage money.

...and more to come!

Coaching Sessions Available

Eric Kulwicki

Eric Kulwicki CFA®, CFP®
Investment Consultant
Portfolio Manager
Wealth Advisor
(262) 798-7979
[email protected]

Intrua Financial
675 North Barker Road
Suite 220
Brookfield, WI 53045
www.intrua.com

Wondering how to apply these concepts to your own money?

Are you a DIY investor looking for guidance from an experienced investment professional, but prefer not to hand over the reins for full portfolio management?

While my full-service clients rely on my team to manage and execute the details, I know certain investors prefer to retain full, hands-on control of their investments.

That’s why I offer personalized strategy sessions designed to go deeper than the coursework. We’ll take the knowledge you’ve gained, tailor it to fit your specific goals, and build your confidence to execute your own investment strategy.

Ready to put your plan into action? Please contact me directly at Intrua Financial for more information and to schedule your strategy session.

Investment education courses are offered by Eric Kulwicki through Wisconsin Investor Education, LLC, a separate entity from Kulwicki Insights and Intrua Financial, LLC.

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