Eddie W. Kramer, MBA, CFP®, EA serves a dual role as Financial Advisor and Director of Business Development at Abacus Planning Group, Inc., a financial advisory and investment counsel firm managing over $1,000,000,000 in assets for 225 families. He was named “10 Young Advisors to Watch” in May 2015 by Financial Advisor magazine and Investment News honored Eddie by including him in the 2016 “40 Under 40” Class.
Eddie’s professional experience in both boutique fee-only financial advisory investment counsel at Abacus Planning Group, Inc. as well as large-scale Wealth Management advisory services at USAA Wealth Management broadened his understanding of the financial services industry allowing him to have unique insight into two vastly different business models.
Eddie served as President and Chairman of Texas Tech University Alumni Advisory Board in 2014-2015. Eddie is also a proud member of The National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), and National Association of Enrolled Agents (NAEA).
Eddie is a graduate of Texas Tech University with a Bachelor of Science in Personal Financial Planning. Eight years into Eddie’s career, he chose to pursue an MBA in Financial Planning at California Lutheran to deepen his business knowledge and better help families of closely-held businesses make smart financial decisions. While completing his coursework, Eddie honed his teaching skills as a student teacher for Lee Schuh, Richard Weber, and Harry Starn. Eddie was inducted into the Sigma Beta Delta Honor Society in 2015.