Eric Flynn, CPA, CFA
Director
Eric Flynn is Wipfli’s alliance manager for private client services coordinated with Creative Planning. An accountant by training, Eric’s Certified Public Accountant (CPA) background, coupled with nearly 20 years of advising high net worth clients, gives him a unique perspective in how to bring accounting and consulting together with wealth management. Eric is also a fifth generation Montana rancher, adding the perspective of being a business owner to his global financial advisory experience.
Certifications
- Certified Public Accountant
- Chartered Financial Analyst
Professional memberships and activities
- Jake Jabs College of Business Advisory Council
- Montana Ambassadors
- Bozeman Health Foundation
- CFA Society Spokane
Services
Private client servicesAreas of Focus
- Wealth management
- Financial planning
- Financial services
- Consulting
- Business development
Education
Montana State University
- Bachelor of science degree in accounting
- Master of professional accountancy