See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

EM

Erling Brakke, Cpa, Cfa, Ctm, Mba

President at Erling Brakke, CPA, PLLC
Intro Book
Erling Brakke, a seasoned financial expert, brings 14 years of experience as President of Erling Brakke, CPA, PLLC, and 2 years as Family Office Director at Financial Gravity, with an MBA from The University of Dallas and a BS in Accounting and Economics from North Dakota State University.
  • Claim this Profile
Location
Conroe, Texas, United States, US
Skills
  • Financial Reporting
  • Due Diligence
  • Financial Modeling
  • Strategic Financial Planning
  • Internal Controls
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Erling Brakke is a seasoned financial expert, boasting a distinguished career spanning over 14 years as President of Erling Brakke, CPA, PLLC. As a holder of esteemed certifications, including CFA, CTP, and CPA, he brings unparalleled expertise in financial reporting, due diligence, financial modeling, and strategic financial planning. With a strong educational foundation in Corporate Finance and Accounting, Brakke has successfully navigated the complexities of family office services, mergers and acquisitions, and start-ups, earning a reputation for delivering practical solutions and systemized approaches.

Credentials

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Texas Department of Insurance
    Jan, 2018
    - Apr, 2026
  • CFA
    CFA Institute
    Jun, 1998
    - Apr, 2026
  • Certified Public Accountant (CPA)
    Texas State Board of Public Accountancy
    Jan, 1991
    - Apr, 2026

Experience

  • Erling Brakke, CPA, PLLC
    • Metro Houston, Texas
    • President
      • Jan 2010 - Present
      • Metro Houston, Texas

      Erling Brakke, CPA, PLLC is a client centric boutique financial services firm that supports the Family Office Services by providing extensive tax planning and compliance knowledge and experience. We thrive on problem solving and helping clients navigate the overly complex world of tax regulations. We offer practical solutions and help clients implement our recommendations using a systemized approach.We have clients in a broad range of industries including professional services such as medical and architecture as well as construction, manufacturing, energy and real estate.We have specialized knowledge in real estate with many clients involved in one or more areas of real estate including relator brokerage, agents, home builders, property renovators (flippers), hard money lenders and investors in single family, multi-family, and commercial real estate. We have direct real estate experience having owned rental properties, flipped properties, and participated directly in hard money lending.

  • Financial Gravity
    • Family Office Director
      • Sep 2021 - Present

      As a Family Office Director, I focus on the integration of tax, wealth, and risk management into one comprehensive strategy.

Education

  • 1991 - 1993
    The University of Dallas
    MBA, Corporate Finance
  • 1984 - 1989
    North Dakota State University
    Bachelor of Science - BS, Accounting and Economics
  • 1984 - 1989
    North Dakota State University
    BS, Accounting and Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles