Erik Brenner, CFP®, joined Paden Squires on the Behind Their Success podcast to discuss the habits, decisions, and strategic planning principles that have shaped his 30+ year career in wealth management. Erik shares how he built Hilltop Wealth & Tax Solutions, the evolution of the Personal CFO model, and the lessons he’s learned guiding high-net-worth families, business owners, and retirees through increasingly complex financial landscapes.
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▶️ Listen on Apple Podcasts
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Key Topics Covered
• How Erik entered the financial industry and built Hilltop from the ground up
• The evolution of the Personal CFO model and why modern retirees need it
• Leadership lessons from 32 years of advising clients through market cycles
• The role of mindset, preparation, and discipline in long-term success
• Why integrated tax and wealth planning drives better outcomes
Standout Quote
“Success isn’t one big decision—it’s the small, consistent choices that compound over time.” — Erik Brenner
About the Podcast
The Behind Their Success Podcast highlights leaders, entrepreneurs, and high performers, exploring the habits, systems, and mindset shifts that shape long-term success.
About the Guest
Erik Brenner, CFP®, is the Founding Partner and CEO of Hilltop Wealth & Tax Solutions. With more than 32 years of experience, Erik has dedicated his career to helping pre-retirees, retirees, business owners, and high-income professionals navigate complex financial decisions. Through his Personal CFO model, he brings clarity, structure, and direction to clients seeking long-term financial confidence.
Hilltop Wealth & Tax Solutions (“Hilltop”) pays a monthly fee to Interview Valet. Interview Valet is a separate company, not affiliated with Hilltop. Interview Valet introduces the firm to podcast hosts. There was no additional compensation (cash or non-cash) to Erik Brenner or the podcast host. The interview should not be interpreted by a client or prospective client as a guarantee to experience a certain level of results or a current or past endorsement of Hilltop if engaged.
