A.E.I. Financial Group logo

Serving the North Bay with unique and personalized Investment Management and Estate Planning from a professional Tax Background
The Lighthouse clarifying and achieving your financial dreams.

(707) 538-8027

Contact Information

Rohnert Park CA, 94928

Office Address

3558 Round Barn Boulevard

Suite #200

Santa Rosa, CA 95403

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*Investment Advisor fees may be charged depending on the nature of the financial planning work that we perform.*

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A.E.I. Financial Group

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 Strategies Inc. As a company our mission is to serve our clients with private pensions to increase income and safety in retirement and permanent life insurance solutions to protect against the "what ifs" that happen in life. Eric Imbuelten is currently an investment advisor representative and is offering amazing investment advisory services to significantly improve wealth management for our current clients and their trusted referrals. We are proud to announce that as of February 2020, we have formed a new wealth management company A.E.I. Financial Group, a Registered Investment Advisor in the State of California. We will be able to assist you with financial advising as a company to navigate and advise you on your financial planning priorities in more comprehensive, holistic and personalized ways.