Erik Wolfers, MBA, CFP®

Managing Member @ Managing Member, First and Main Financial

Phone Number encrypt_section

Education

University of California, Berkeley

Certificate in Personal Financial Planning, 2002-01-01 - 2004-01-01

W. P. Carey School of Business – Arizona State University

MBA, Finance 1999-01-01 - 2001-01-01

UC Santa Barbara

B. A., Business Economics 1991-01-01 - 1993-01-01

Work Experience

Wolfers Asset Management LLC - DBA First and Main Financial

Current

Wolfers Asset Management LLC - DBA First and Main Financial

Calico Commerce

1995-10-01 - 1999-05-01

Calico Commerce

Skills

Investments Investment Advisory Mutual Funds Asset Managment Wealth Management Alternative Investments Series 7 Hedge Funds Equities ETFs Separately Managed Accounts Financial Services Asset Allocation Retirement Planning Investment Strategies Wealth Asset Management Securities Portfolio Management Strategic Financial Planning

Summary

In a world of robo advisors, 1-800 numbers, automated phone systems, continuous marketing and scalable solutions designed to bolster THEIR profits, we're only about totally personalized service and doing what's right for our clients. We get that you may be overwhelmed with the pace of your life. You may be averse to asking for help because you think you're going to be sold something or it's going to cost you an arm and a leg. People are funny about their money. We've got nothing to sell and the costs are low relative to the experience offered. We're going to look at everything with you and simply get it done in a professional, straightforward and efficient manner.

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