Erik Carter
Lawyer and Financial Planner
- Role
- Financial Coach at Financial Finesse
- Location
- White Plains, NY, US
- LinkedIn followers
- 500 followers
About Erik Carter
Unbiased financial planner, writer, and educator working to help people all over the…
Experience
Financial Coach
Jan 2010 — Present · White Plains, NY, US
Financial Finesse was created in with a single mission: to help people from all walks of life become financially secure and independent. We do this by providing employers with unbiased financial education programs to help their employees reduce their financial stress, better manage their benefits, and effectively prepare for retirement. Our programs are customized to our clients’ employee benefit programs and delivered by CERTIFIED FINANCIAL PLANNER(TM) professionals with a minimum of ten years of experience. As the premier provider of financial wellness services as an employee benefit, Financial Finesse serves over 600 corporate clients providing 2.4 million employees with access to our services.As one of the senior resident financial planners, my primary role is to provide unbiased financial education and guidance all over the country through both group workshops and personal consultations. I\'m also a contributor and the editor for our blogs at Financial Finesse and Forbes and lead our content development team. Finally, I help to research, write and edit our curricula and research publications as a member of our think tank with a specialty on generational financial issues.
Education
New York University
Bachelor of Arts - BA
1997 — 2000
University of San Diego School of Law
JD
2006 — 2009
New York University
BA
1997 — 2000
Skills
- Series 63
- Financial Planners
- Investment Management
- Wealth Management
- Securities
- Estate Planning
- Investments
- Financial Services
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Financial Planning
- Financial Advisory
- Insurance
- Financial Education
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