Rinar S. Erickson
Partner | Private Wealth Advisor at Capita Financial Network
- Role
- Partner at Capita Financial Network
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Rinar S. Erickson
As a Wealth Advisor with Capita Financial Network, Rinar provides investment planning and private wealth management services. After working for Zions Bank from 1997 to 1998, he joined Fidelity Investments where he worked for nearly 20 years in various roles. He managed two very successful Private Client books of business in Atlanta and Las Vegas with each surpassing $2B in assets. He also held various Regional VP positions including Fidelity Charitable and Regional Planning Consultant. He opened the brand new Reno/Tahoe office as Branch Manager. He was a recipient of many awards and accolades, including 4 President Circle Awards. He worked for Creative Planning, Inc and was responsible for developing and maintaining HNW relationships primarily in the Mountain West states, where he built a very successful practice. In April of 2021, he joined Capita Financial Network, a rapidly growing advisory firm (recently surpassed $1B in AUM - April, 2021) as a HNW/UHNW Advisor.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.
Experience
Partner
Jan 2024 — Present
Education
Dixie State University
Associate's Degree
1995 — 1996
University of Utah
Bachelor's Degree, Business Administration and Management, General
1997 — 2000
Skills
- Non-Profits
- Web Content Writing
- Public Relations
- Media Relations
- Social Media Marketing
- Program Management
- Press Releases
- Newsletters
- Interviews
- Magazines
- Charities
- Corporate Communications
- Nonprofits
- Grants
- Estate Planning
- Public Speaking
- Strategic Financial Planning
- Integrated Marketing
- Journalism
- Nonprofit Organizations
- Social Media
- Mutual Funds
- Ap Style
- Financial Advisory
- Copy Editing
- Ap Stylebook
- Philanthropy
- Wealth Management
- Web Content
- Blogging
- Finance
- Community Outreach
- Research
- Storytelling
- Financial Planning
- Editing
- Strategic Communications
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