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