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Bruce Frankel, MBA, CFP®, CEPA®

bruce frankel

Bruce Frankel, MBA, CFP®, CEPA®

Managing Partner at EWM

Bruce is as passionate about coaching successful self-employed business men and women on how to avoid making mistakes with their personal and business finances as he is about coaching little league baseball!

EAC Since 2017

In May 2017, Eckhoff united with Bruce Frankel to form Eckhoff Wealth Management. Bruce is passionate about helping successful entrepreneurs avoid mistakes and take advantage of their unique opportunities while also educating on the dangers of the “conventional wisdom” of Wall Street. Bruce has extensive comprehensive experience in finance, marketing, and operations. He has worked with companies of all sizes, family owned to large corporations. His invaluable global experience allows him a qualified and specialized perspective on global business issues. Coupled with his experience, Bruce has earned an MBA with Honors from the EDHEC Business School in Nice, France, with an emphasis in International Business and Entrepreneurialism. He also holds the coveted CERTIFIED FINANCIAL PLANNER™ professional designation.

Bruce is the author of the book and widely presented topic The 7 Biggest Financial Mistakes Made by Successful Entrepreneurs And What to Do About Them published by Greenleaf Book Group. Attendees describe the presentation as “sincerely presented, excellent and motivating information, creating a compelling desire to take action! It’s just stuff they don’t normally teach in business school”.