Erik Carlson
Financial Advisor | Tax Planning, Wealth Management, Risk Management
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Erik Carlson
As a Financial Advisor, I provide tailored tax planning strategies, risk management, and investment management services. My mission is to help political, non-profit, and public sector professionals navigate the complexities of financial planning and achieve long-term security. With over 15 years of professional experience across political campaigns and non-profit organizations, I understand the financial challenges faced by those in the social impact space. I am dedicated to partnering with clients to create customized strategies that prioritize their financial goals, ensuring stability and prosperity for their families and future.
Experience
Financial Advisor
Jul 2022 — Present · Chicago, IL, US
Education
The College of Liberal Arts and Sciences at Arizona State University
Bachelor of Science - BS, Political Science and Government
2006 — 2010
Skills
- Event Planning
- Nonprofit Organizations
- Community Outreach
- Nonprofits
- Research
- Public Speaking
- Employee Training
- Program Development
- Management
- Training Management
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