Erik Szabocsik, CFP®

Assistant Vice President at Wealthspire Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Oct, 2014
    - Nov, 2024

Experience

  • Wealthspire Advisors
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Assistant Vice President
      • Dec 2019 - Present

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Nov 2010 - Nov 2019

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Dec 2008 - Oct 2010

Education

  • University of Central Florida
    Bachelor's degree, Finance, General
    2004 - 2008

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