Eric D. Bunnell

Eric D. Bunnell

Certified Financial Planner Professional

Phone: 502-451-0600
Fax: 502-473-1721
E-mail:
 

Eric D. Bunnell has served in the financial services industry since 1993.  Having worked with hundreds of families, individuals and businesses in identifying and helping them achieve their short-term and long-term goals. He is a Certified Financial Planner™ Practitioner (CFP). His approach focuses on a comprehensive financial planning process way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement and monitor a comprehensive plan to achieve those goals. Eric graduated from Transylvania University with a BA degree in Accounting. He holds a Life and Health license and has the FINRA Series 6, 7 and 63 securities registrations.  Eric is active with numerous civic and professional organizations. He is Past President of the Society of Financial Service Professionals. Eric is the Past -President of church leadership council, and a Sunday school teacher at Ascension Lutheran Church where he is an active member. In addition, to the above-mentioned activities, Eric is married to Karen and the proud father of David, Molly and Luke. In his leisure time he enjoys running (completed first marathon in 2005), swimming, triathlons, and attempting to keep up with his children.