Erik Thurnher, MD, CFP

Energizer
DISC Type : I

Member Board of Directors, Investor at Traverse Fitness, Inc.

Newport Beach, California, United States

Overview

Erik Thurnher is a founder, venture capital investor, and environmental advocate with a unique background as a Medical Doctor and Certified Financial Planner. He specializes in wealth management for healthcare professionals and invests in early to mid-stage companies in sectors like AI, aerospace, healthcare, and renewable energy through his firm, Aquitaine Venture Capital.

Outside of his financial and medical professions, Erik is an active angel and VC investor, engaging with portfolio companies like EarthGrid. He serves on the board of Traverse Fitness, the largest obstacle gym in the San Francisco Bay Area, indicating a passion for fitness and challenging physical activities. He is also described as an environmental advocate.

Unique fact: Erik combines his expertise as a Medical Doctor from The George Washington University with his certification as a Financial Planner to serve the specific needs of medical professionals.

Personality Overview

Imaginative

Big Picture Person

Believer

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Deep Tech Investing
As Managing Member of Aquitaine Venture Capital, he invests in AI, aerospace, defense, advanced materials, nuclear power, and renewable energy.
Wealth Management
Founded multiple financial advisory firms, including MedCentric and Physicians' Financial Advisors, focusing on high-net-worth individuals and healthcare professionals.
Environmental Advocacy
His professional headline lists him as an "Environmental Advocate, " and his VC firm actively invests in renewable energy and battery storage.

Media Appearances

Erik has no verified media appearances

Work History

6-2021
Member Board of Directors, Investor at Traverse Fitness, Inc.
9-2019 - 12-2025
Senior Wealth Advisor at Mercer Advisors
6-2018
Founder, Managing Member at Aquitaine Venture Capital, LLC
2000
Founder, CEO at MedCentric Financial Network, Inc
9-1998 - 3-2008
Emergency Physician at Kaiser Permanente

Education

1991 - 1995
Medical Doctor from The George Washington University School of Medicine and Health Sciences
1990 - 1992
Certified Financial Planner from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 31 Location : Newport Beach, California, United States Job Level : Leadership Designation : Member Board of Directors, Investor at Traverse Fitness, Inc.
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Insights For Selling To Erik

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erik is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Erik

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Erik move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Erik take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Erik

Personality Compatibility


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