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Mountain Range

Your Investments Team

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Eric Flaten, Founder & Wealth Coach

Eric Flaten

Founder &  Wealth Coach

Over 25 years experience in helping families create  advanced funding strategies to pay for their children's college education without going BROKE.

Robert Reaburn

With close to 20 years of investment experience, Robert began his time in capital markets as an equity and fixed income research analyst with a focus on U.S. equities and high yield corporate bonds. Robert believes that utilization of IUL and Fixed Indexed Annuities within a retirement strategy can improve retirement outcomes and help clients manage risk more effectively.

Chief Investments Officer

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Mountain Range

Let's Connect!

Eric Flaten

355 Pugsley Pl NW

East Wenatchee, WA  98802

(425) 330-3445

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© 2024 by ePERSONAL FINANCIAL, LLC

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through ePERSONAL FINANCIAL, LLC. ePERSONAL FINANCIAL, LLC is a separate and unaffiliated entity from Simplicity Wealth. ADV Part 2 Form-CRS

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