Eric Kuniholm

Eric Kuniholm, CPWA®
Certified Private Wealth Advisor®

Beacon Capital Management Advisors
53 State Street, Suite 500
Boston, MA 02109
Phone: 800-880-9833
Email: eric@bcmadvisors.com
Web: www.bcmadvisors.com

Certified Private Wealth Advisor®

I started Beacon Capital Management Advisors in 2003. My focus is working with high income entrepreneurs, self employed individuals and small business owners to maximize their tax deductions using self employed retirement plans. My clients like Defined Benefit Plans due to their significant annual contributions and tax deductions.

I have earned the Certified Private Wealth Advisor® (CPWA®) designation and was featured in New England Premier Financial Advisors, distributed to Wall Street Journal subscribers in Massachusetts, New Hampshire and Rhode Island.

Here is a link to my compliance history at FINRA BrokerCheck. I’ve been registered with FINRA since 1994 and I have no disclosure events or client complaints. I am registered in all 50 States.

Beacon Capital Management Advisors has been an Accredited Business of the Better Business Bureau since 2004 and has an A+ rating.

Education

University of Chicago Booth School of Business
Certified Private Wealth Advisor®

Administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.

Worcester Polytechnic Institute
Bachelor of Science, Management Engineering

Licenses & Certifications

Investments & Wealth Institute
Certified Private Wealth Advisor®
Issued October 2016. The CPWA® designation is an advanced credential for wealth managers who advise high-net-worth clients.

Contact

Contact me if you need advice or if you would like to learn more about the services I provide to my clients. I am registered in all 50 States. FINRA’s BrokerCheck.