The BEST His and Hers Financial Literacy Podcast for Millennials

Erik Brenner

President, CEO, & Private Wealth Advisor

Erik Brenner, CFP®, is the President and CEO of Hilltop Wealth & Tax
Solutions, a fiduciary firm that integrates advanced financial planning
with in-house tax strategy. With over 30 years of experience, Erik

specializes in helping high-net-worth individuals—including pre-
retirees, business owners, and medical professionals—transition

from saving and building to preserving and distributing wealth with
confidence.
Through his firm’s “Personal CFO” approach, Erik delivers the simplicity,
clarity, and strategic guidance clients need to navigate complex
financial decisions. He and his team act as the central hub for clients’
retirement income planning, tax mitigation, and wealth preservation,
so clients can focus on what matters most. His book, The Personal CFO
Revolution: A Comprehensive Guide to Navigating Your Retirement,
reflects the heart of his mission—to be the trusted guide when the
stakes are highest.