Erik Karlson, Financial Advisor located in San Diego, CA

Financial Advisor
Erik D Karlson

CEPA®
7185 Navajo Rd Suite P, San Diego, CA 92119opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Values and Faith Based Investing
  • Entrepreneurs & Business Owners
  • Divorce Finances

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Coaching Sports
  • Community Outreach
  • Real Estate
  • Baseball
  • Golfing

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(619) 629-0002

Fax

(833) 858-3073

Office Address

7185 Navajo Rd Suite P
San Diego, CA 92119opens in a new window

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