Erik Bolzner has held various roles in the financial industry, starting as an intern at Sage Rutty & Co., Inc. Erik has worked their way up to become an Agency Supervisory Officer at Vision Financial Group. With a Bachelor of Business Administration degree in Finance and Economics from Nazareth University, Erik has experience in providing guidance to individual investors and families, managing client accounts, and implementing wealth management strategies. Throughout their career, Erik has demonstrated proficiency in portfolio analysis, client service, and relationship management.
October, 2019 - present
Agency Supervisory Officer at uFinancial Group
Agency Supervisory Officer at uFinancial Group
Agency Supervisory Officer at Magnolia Wealth Strategies, a MassMutual firm
Agency Supervisory Officer, Special Care Planner & Financial Planner at Skylight Financial Group
Agency Supervisory Officer at The Piedmont Group