Meet Financial Finesse's
ERIK CARTER

Careers - Erik's Story
 Best Interests
Erik's Story
Best Interests
Being a stockbroker’s son influenced Erik's investment interests, and after graduating with an economics degree, he explored the brokerage world first, then tax and real estate law. Preferring to serve the best interests of clients instead of pushing products and managing savings for the wealthy, Erik joined Financial Finesse to level the playing field.
Careers - What Erik Does
 Senior Financial Planner
What Erik Does
Senior Financial Planner
Erik is always on the move. He handles helpline calls and answers financial questions in the office, then travels around the nation teaching workshops in the field. In addition to writing content and performing media interviews, Erik meets with possible clients to explain Financial Finesse's mission and to provide the company's top-notch financial wellness services.
 
 
“We are really focused on the end goal, and not just the process. We cut out the unnecessary stuff. It’s a lot more informal and fun.”
 
“We are really focused on the end goal, and not just the process. We cut out the unnecessary stuff. It’s a lot more informal and fun.”
 
 
“Our management style is very result-oriented and focused on getting the job done. It pushes us to do things that we may think we can’t do.”
 
“Our management style is very result-oriented and focused on getting the job done. It pushes us to do things that we may think we can’t do.”