Wealth Advisor
Erik joined Bond Financial bringing experience in institutional finance and business ownership. His areas of focus include insurance, wealth solutions, strategy, business planning, and estate conservation. Erik loves helping clients navigate the steps of complex financial decisions with clarity, confidence and purpose.
Attending both UC Berkeley and Saint Mary’s College of California, Erik excelled academically and athletically, earning academic honors while playing basketball. He strongly believes in the power of teamwork to achieve financial goals and takes pride in serving as a coach throughout the process.
When not in the office, Erik enjoys spending time outdoors hiking and trying to keep up with his wife and three children.