Spoken languages : English
Associate Investment Advisor
Eric joined Christianson Wealth Advisors in 2019 as an Associate Investment Advisor. He has been part of the financial industry since 2013, the last three years with a bank-owned portfolio manager.
Eric is a Certified Investment Manager (CIM®) as well as Derivatives and Options Licensed. Licensed as a Registered Representative, Eric is able to advise, recommend and fulfill trades for clients on a discretionary basis. He is also completing his Personal Financial Planning (PFP®) designation as part of his continuing education to further enhance our client service offering.
With a focus on holistic wealth management, Eric's roll for Christianson Wealth Advisors includes helping clients define and obtain their most valued aspirations, and then invest successfully to realize those financial and personal goals. His skills include investment research and trade execution for client portfolios.