Cfp® Erik Nelson Cpwa®, Msba

Erik Nelson has a diverse work experience in the financial planning industry. Erik is currently serving as the Financial Planning Director at Corient, one of the largest integrated RIAs in the United States. In this role, they manage a team of wealth advisors and oversees the financial planning services provided to high net worth and ultra-high net worth clients. Prior to joining Corient, Erik held various positions at CI Dowling & Yahnke Private Wealth, including Director of Financial Planning, Financial Planning Manager, and Financial Planner. Erik also gained experience as a Wealth Management Associate Advisor at Weatherly Asset Management. Erik's career in financial planning started at Premier Wealth Management, Inc., where they worked as a Junior Planner and Financial Planning Intern. With their extensive background and expertise, Erik has developed a strong understanding of the complexities and nuances of wealth management.

Erik Nelson, CFP®, CPWA®, MsBA, began their education at La Costa Canyon High School, where they graduated in 2011. Erik then proceeded to attend San Diego State University from 2011 to 2015, earning a Bachelor of Science (BS) degree in Business Administration, with a focus on Finance. Following this, from 2015 to 2017, Erik pursued their Master of Science in Business Administration (MsBA) at San Diego State University, specializing in Financial and Tax Planning.

In 2021, Erik joined The University of Chicago Booth School of Business to complete the Certified Private Wealth Advisor® Executive Course. In terms of additional certifications, Erik obtained their CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board in December 2017. Erik also earned a Certificate in Personal Financial Planning from the Fowler College of Business at San Diego State University in May 2017.

Erik has gained industry-specific qualifications as well. In August 2015, they passed the Series 7 - General Securities Representative Examination (GS) administered by the Financial Industry Regulatory Authority (FINRA). In October 2015, they also successfully completed the Series 66 - The Uniform Combined State Law Examination. These achievements further demonstrate their competence in the field.

Most recently, in September 2022, Erik received a Leadership Transformation Certificate from Brandman University. This additional certification contributes to their professional growth and expertise.