Erik Klinger, 
AWMA®,CRPC®, CEPA®,

Erik works closely with individuals, families, and businesses to develop a trusted relationship in the pursuit of helping them reach their financial goals and objectives. Erik’s dedicated care and thoroughness ensures a personalized approach to financial planning, retirement strategies, and investment management. Erik also specializes in multi-generational wealth planning for families and business owners, helping them with succession planning, asset-protection and tax-saving strategies.

Erik started in the financial industry in 1998 with Norwest Financial and Wells Fargo Financial, where he specialized in secured lending, helping business owners and families with various types of financing. Discovering his passion for helping clients achieve their personal and business financial goals, Erik shifted his services to help his clients grow and protect their wealth as a comprehensively licensed Financial Advisor. Today, Erik holds his Series 7 and Series 66 registrations through LPL Financial, along with his life and health insurance licenses, which he uses to help his clients grow and secure generational wealth through financial planning, investment strategies and risk and protection solutions. Erik is also a Chartered Retirement Planning Counselor (CRPC®), a designation which he utilizes in helping retirees and pre-retirees to plan for a successful second half of their life. Also Erik holds the Certified Exit Planning Advisor (CEPA®) designation, which he pairs with his expertise as a serial business owner, guiding his clients through the various stages of business ownership. This can include opening a business, growing a business, and selling or planning for the succession of a business.

As a passion, Erik enjoys teaching and training in Brazilian Jiu Jitsu alongside friends and students. He is also active in philanthropic work, traveling the world, helping children in impoverished communities to discover martial arts, learn, and receive supplies and support from the U.S. He is currently supporting projects for children in 8 different countries. Recently Erik got married, and lives with his lovely wife Nadya and their french bulldog, Bella, in Marina Del Rey, California.