Senior Wealth Manager
- Financial Planning
- Retirement Planning
- Portfolio Guidance
Erik joined Aldrich in 2021. He has nearly 20 years of experience in the financial services industry and has previously worked as a financial consultant. He successfully completed the Series 7, Series 63, and Series 66 exams.
Erik enjoys helping families and professionals attain their long-term goals and reach financial freedom and retirement. He graduated from California State University, Chico, with a Bachelor of Science in Behavioral Science.