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Meet Erik

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Erik Carlson

Financial Consultant

(916) 294-4423

When we sit down to meet and talk about your financial future, we will be discussing your dreams and wishes; as well as your fears and concerns.  I will bring to the table experience in asset strategy, retirement planning, risk management and wealth transfer issues since 2000, which includes managing assets through two of the largest market crashes since the great depression. 

I am excited to get to know you, and learn what makes you come alive.  Together we will help you feel confident in the strategies that we agree on that can help you protect and grow your wealth.  We will continue the conversation and make necessary course corrections throughout your years, and let you enjoy your best life.

By the way, I have a wonderful wife of 16 years, and 3 amazing children.  I have the same worries, concerns, hopes and dreams that many of you do with my own nest egg.  So give me a call and let me bring calm to your financial picture that can appear unclear or stormy at times.