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A.E.I. Financial Group

Santa Rosa, Petaluma and Novato Investment Portfolio Analysis, Social Security Maximization and Investment Management

Meet the Team

Eric Imbuelten, M.B.A., CRTP

Accountant, business owner, financial advisor, Founder of A.E.I. Financial Strategies Inc.

Since 1996, Eric Imbuelten started A.E.I. Financial Group as a California Life and Health Insurance licensed agent in 1996 after the first 6 years in the income tax preparation business. His vision was that tax services alone were insufficient for a person's total financial well-being and so in 1995, Eric began studying Personal Financial Planning at the University of California, Berkeley. While working in mid-level corporate accounting jobs, he studied in the evenings to complete the Personal Financial Planning Certificate program receiving his certificate in August 1999. He worked with hundreds of clients and maintained and grew his tax and insurance business as a very important side-business until 2004 when he achieved full-time status in his business, A.E.I. Financial Group, to serve his clients with fixed indexed annuities for safe retirements and health and life insurance to protect against the "what ifs" that happen in life. He networked with service organizations such as Kiwanis and Optimists International as well as local business leads groups such as Partner for Leads. He is currently an investment advisor representative and is offering amazing investment advisory services to help in wealth management for his current clients and referrals.