Wealth Manager


Erik is a Certified Financial Planner (CFP) Professional and holds a degree in Finance from the W.P. Carey School of Business at Arizona State University and the Personal Financial Planning Certificate from UCLA.

Prior to becoming a business and wealth manager, Erik was a professional baseball player with the Detroit Tigers and Seattle Mariners organizations.

Erik is the co-author of “PAID: How To Maximize Your Signing Bonus, Simplify The Money Game and Secure Your Future” and his new book, “The Athlete Life Plan” will be released in the Fall of 2016.

He serves on the board of The Paisley Project, a non-profit organization dedicated to the support and empowerment of widows, and to offering resources and education to the people who care about them.

In addition, he serves as a Business Advisor/Facilitator with Think Global, a business consulting firm created specifically to support the women-owned, growth-stage business attempting to change and advance their position in the market.

Erik is actively involved in the Phoenix Chapter of the Financial Planning Association serving as a member of the Lifelong LearningCommittee. He is a sought after speaker and presenter who enjoys speaking to athletes, financial advisors, and especially college students.

Erik is a member at Redemption Church where he enrolled in the Pastoral Residency Program.

Erik lives in Tempe with his wife, Sadie and their daughter, Olivia Grace. In his free time, he can been found with his nose in a book, exploring the world of food and wine with Sadie who is a professional chef and enjoying the Arizona sunshine.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), Certified Financial Planner ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Erik Averill