Josh Ericksen Email and Phone Number
How much money do I need to retire? Is the economy going into a recession? What does inflation mean for the long-term? What about the U.S. Government’s $35 trillion debt? These questions haunt Americans as they attempt to plan their financial future. As an Financial Advisor at OUTCOME Private Wealth, I work with clients to answer these questions and create a comprehensive financial plan that can outlast the winds of inflation, recession, elections, and economic difficulties. At OUTCOME, I work to the fiduciary standard, meaning that I have a legal and moral obligation to do what is in the best interest of my client.Some of my favorite things I assist clients with are retirement planning, tax planning, investment strategy, and estate planning. I help clients better manage their 401(k) plans to optimize their retirement savings.I am a Candidate for CFP® Certification. I have passed the rigorous proficiency exam, and I currently have 1000/4000 hours of relevant experience. I am bilingual in both Spanish and English. I enjoy running and I have run over 20,000 miles in the last 8 years. I believe long distance running has taught me the value of grit and determination as I aim to accomplish my goals. I have run a 2:28:54 marathon, a 1:09:56 half-marathon, a 14:45 5K, and a 4:12 mile. Many of my best friends come from the running community. Shoot me a message and lets go hit some miles!--Securities offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For links to FINRA and SIPC, please see below. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners, Outcome Private Wealth and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.http://www.finra.orghttp://www.sipc.org
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Associate Financial AdvisorOutcome Private Wealth Jun 2024 - PresentHolladay, Utah, United StatesAs an Associate Financial Advisor, I provide comprehensive financial planning including investment management, tax planning, estate planning, risk analysis, business succession and other wholistic financial planning. My role involves supporting the development of customized financial strategies, conducting investment research, and ensuring compliance with regulatory standards. I excel in client relationship management, striving to deliver excellent service and timely communication. Dedicated to growing my client base, I leverage my analytical skills and market knowledge to build trust and guide clients toward achieving their financial goals. -
Pricing AnalystPattern® Dec 2023 - Apr 2024Lehi, Utah, United States -
Private Equity AnalystLakeshore Partners Sep 2023 - Dec 2023Lehi, Utah, United States -
Sales ManagerBrooks Pest Control Feb 2021 - Sep 2023Los Angeles, California, United StatesSold pest control contracts valued at over $500,000 during the course of 10 months. -
Match OfficialUtah Youth Soccer Association Aug 2009 - Oct 2021Utah, United States -
Volunteer Representative Team LeadThe Church Of Jesus Christ Of Latter-Day Saints Aug 2018 - Mar 2020Santiago, Santiago Metropolitan Region, Chile▪ Increased effectiveness of 40+ representatives by training in goal setting, problem solving, and communication▪ Built relationships of trust with 25+ individuals; provided actionable advice, exceptional service, and clear instruction▪ Served 250+ hours in Santiago by installing flooring, repairing fire damage, and assisting the elderly -
Apparel Sales AssociateLevi Strauss & Co. Jun 2017 - Apr 2018Lehi, Utah, United States
Josh Ericksen Education Details
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3.99/4.00
Frequently Asked Questions about Josh Ericksen
What company does Josh Ericksen work for?
Josh Ericksen works for Outcome Private Wealth
What is Josh Ericksen's role at the current company?
Josh Ericksen's current role is Financial Advisor | OUTCOME Private Wealth | BYU Alumni | Runner.
What schools did Josh Ericksen attend?
Josh Ericksen attended Brigham Young University.
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Josh Ericksen
Highland, Mi -
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Josh Ericksen
Automation Industry Professionalproject Management - Applications - Leadership - Business Operations - Continuous Improvement - Maintenance & ServiceMinneapolis, Mn1upsher-smith.com
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