Erik Gulsrud

Partner Advisor @Adviceperiod

Los Angeles, CA, US
EMAILS
e••••••••@adviceperiod.com
MOBILE NUMBERS
+15•••••••00

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WORK HISTORY

Jan 2018 — Present

Partner Advisor @Adviceperiod

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Los Angeles, CA, US

At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time.By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.This is how wealth management is going to evolve. This is AdvicePeriod

EDUCATION

1996 — 2000

University of California, Los Angeles

Bachelor of Arts (B.A.)

2006 — 2008

University of California, Los Angeles - The Anderson School of Management

Master of Business Administration (M.B.A.)

SKILLS

Hedge FundsEquity ResearchBusiness StrategyAsset ManagementFixed IncomeAlternative InvestmentsWealth ManagementBusiness DevelopmentFinancial AnalysisStrategyAsset AllocationInvestment ManagementPortfolio ManagementInvestmentsCrmEquities

ABOUT ERIK GULSRUD

Partner Advisor at AdvicePeriod

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