Curtis Erickson

Current

• CPA Registered Investment Advisor WA State at Erickson Wealth and Tax Management
• Owner at Erickson Wealth and Tax Management

Education

• Central Washington University

Recommended

1 person has recommended Curtis

Connections

17 connections

Industry

Financial Services

Websites

• My Company

Curtis Erickson’s Summary

Wealth coach currently assisting 100 long term investors. Assist 200 clients in tax planning and management. CPA, PFS Personal Financial Specialist American Institute of Certified Public Accountants. Fee Only Registered Investment Advisor WA State.

Curtis Erickson’s Specialties:

Long Term Investment Coaching based on 50 years of Nobel Prize winning research in economics utilizing proprietary investment strategy no load index funds called Free Market Funds that invest in 17 different asset classes and 38 different countries.

Curtis Erickson’s Experience

• CPA Registered Investment Advisor WA State

  Erickson Wealth and Tax Management

  (Privately Held; 1-10 employees; Financial Services industry)

  July 1990 — Present (19 years 6 months)

  Fee Only advisor help manage clients retirement wealth and minimize taxes.

• Owner

  Erickson Wealth and Tax Management

  (Financial Services industry)

  January 1990 — Present (20 years )

  Investor coach to increase peace of mind about your investments. Innovative small business tax planning and small business retirement plans. See www.curtcpa.com for current episode of EricksonTV.

Curtis Erickson’s Education

• Central Washington University

  BS , Accounting , 1981 — 1985

Additional Information

Curtis Erickson’s Websites:

• My Company

Curtis Erickson’s Interests:

Saving the Investor-We are a fee only advisor helping to save the investor from the complex distorted myths of investing and coach to a path of capturing market returns, simplifying and increasing peace of mind.

Curtis Erickson’s Groups:

•    Seattle Accounting & Finance Professionals Network

Curtis Erickson’s Honors:

Certified Investor Coach

Curtis Erickson’s Contact Settings

Interested In:

• consulting offers
• expertise requests