Dean Erickson, Cfa

Dean Erickson, Cfa Email and Phone Number

Bionic Capital Wealth Management offers the best in digital investing and human advice at the lowest cost. Do better. Go Bionic. @ Bionic Capital Wealth Management
Melbourne, Florida 32940, US
Dean Erickson, Cfa's Location
Melbourne, Florida, United States, United States
Dean Erickson, Cfa's Contact Details

Dean Erickson, Cfa work email

Dean Erickson, Cfa personal email

About Dean Erickson, Cfa

Combining digital efficiency and human expertise, we provide strategic investment solutions and personalized advice with low fees of only 0.33% to 0.57% annually, so you can better provide for your family, reach your retirement goals, or create a legacy through giving.Do better. Go Bionic®.BIONIC is a registered trademark for "Investment management ..." and "Banking services."Options-enhanced is a registered trademark.

Dean Erickson, Cfa's Current Company Details
Bionic Capital Wealth Management

Bionic Capital Wealth Management

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Bionic Capital Wealth Management offers the best in digital investing and human advice at the lowest cost. Do better. Go Bionic.
Melbourne, Florida 32940, US
Website:
bioniccapital.com
Dean Erickson, Cfa Work Experience Details
  • Bionic Capital Wealth Management
    Chief Investment Officer
    Bionic Capital Wealth Management Aug 2009 - Present
    Created Bionic Capital LLC to serve clients as a fiduciary investment advisor. Provide wealth management solutions tailored to client needs utilizing the best providers of investing technologies, research, and human service. Solve individual financial issues to help people achieve their financial goals.
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  • Bionic Capital Wealth Management
    Owner
    Bionic Capital Wealth Management Aug 2009 - Present
  • Erickson Capital
    Senior Investment Advisor
    Erickson Capital Jun 2008 - Jun 2009
    Transitioned from a wirehouse environment to create an independent, fiduciary advisor. Managed investment strategies and financial solutions for a mainly high-net-worth clientele.
  • Ubs Financial Services Llc
    Financial Advisor
    Ubs Financial Services Llc Jun 2006 - Jun 2008
    Zurich, Ch
    Rejoined the investment business through the UBS financial advisor training program. Grew assets from zero to $4.3 million in two years. Managed investment portfolios for a select list of clients.
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Dean Erickson, Cfa Skills

Investment Advisory Wealth Management Asset Management Alternative Investments Hedge Funds Investments Equities Financial Advisory Asset Allocation Investment Strategies Investment Management Options Strategies Retirement Planning Portfolio Management

Dean Erickson, Cfa Education Details

  • Brown University
    Brown University
    Mathematical Economics
  • Phillips Exeter Academy
    Phillips Exeter Academy
    General Studies

Frequently Asked Questions about Dean Erickson, Cfa

What company does Dean Erickson, Cfa work for?

Dean Erickson, Cfa works for Bionic Capital Wealth Management

What is Dean Erickson, Cfa's role at the current company?

Dean Erickson, Cfa's current role is Bionic Capital Wealth Management offers the best in digital investing and human advice at the lowest cost. Do better. Go Bionic..

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What schools did Dean Erickson, Cfa attend?

Dean Erickson, Cfa attended Brown University, Phillips Exeter Academy.

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What skills is Dean Erickson, Cfa known for?

Dean Erickson, Cfa has skills like Investment Advisory, Wealth Management, Asset Management, Alternative Investments, Hedge Funds, Investments, Equities, Financial Advisory, Asset Allocation, Investment Strategies, Investment Management, Options Strategies.

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