Erik is a second-generation Financial Advisor, a small business owner, and an entrepreneur that specializes in assisting individuals and business owners to employ progressive financial strategies. He partners with those clients to first understand their goals and then to design a personalized investment strategy to achieve such positive end results. The idea is to apply a comprehensive process that coordinates both financial and tax considerations to address each client’s unique financial circumstances. Erik is also experienced with assisting independent contractors with their retirement accounts.
He is a graduate of North Carolina State University and has earned the CERTIFIED FINANCIAL PLANNER™ designation. He has over 20 years’ worth of knowledge and experience from successfully managing client portfolios since 1999.
Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • Investment advisory services offered through SCF Investment Advisors Inc. • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • SCF Securities, Inc., Johnson Advisory, and Kadillac Enterprises, LLC are not affiliated and are independently owned and operated. Johnson Advisory does not offer legal or tax advice.