Happy New Year! - Kulwicki Insights

We made it to another year! It’s time to reflect on 2023 with all the ups and downs personally and in the financial markets. Hopefully we’ve all learned something and can take that forward to better ourselves and others.

I love life and try to be a perpetual optimist, so here’s to a great 2024 for everyone!

Eric

Eric Kulwicki CFA®, CFP®

Investment Consultant | Portfolio Manager | Wealth Advisor

Eric Kulwicki is an investment professional based in Wisconsin, serving as an independent investment consultant, portfolio manager, investment manager due diligence analyst, and wealth advisor. With over two decades of experience in the financial services industry, Eric specializes in delivering institutional-caliber investment strategies to wealth management firms, advisory teams, and private clients.

Eric is a member of the Larson Financial investment committee and provides private wealth management services through Intrua Financial.

A passionate advocate for financial literacy, Eric also develops multimedia educational courses and market insights designed to demystify complex investment concepts for individual investors.

Prior to his current roles, Eric served as a Senior Portfolio Analyst and Vice President at Robert W. Baird, and previously as a Mutual Fund Specialist at U.S. Bancorp Fund Services.

He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Eric earned his Master of Business Administration with a specialization in Finance from Marquette University, graduating with honors, and holds a Bachelor of Business Administration from the University of Wisconsin–Madison.