Matthew Erickson (He/Him/His)

Matthew Erickson (He/Him/His) Email and Phone Number

Founder and CEO of Identiti Financial @ Identiti Financial
New York, NY, US
Matthew Erickson (He/Him/His)'s Location
United States, United States
About Matthew Erickson (He/Him/His)

I am a Financial Advisor in New York City with the Northwestern Mutual - Park Ave office. I hold securities registrations (Series 7, Series 63), Long Term Care and Life Accident and Health credentials. I have a financial planning practice specifically dedicated to the growth, visibility and prosperity of the LGBTQ+ community. My relationship to Northwestern Mutual has led to my work on the Field Advisory Council for the LGBTQ+ segment for the company. I work closely with specialized medical risk in rolling out the Northwestern Mutual HIV+ programs now in place, have helped change and update underwriting procedures for the transgender community and am the financial planning resource specializing in adoption, surrogacy and IVF planning with the organization Gays with Kids. As a comprehensive Advisor, I have a demonstrated history in creating planning across all stages of life, from risk management, growth and accumulation of wealth, retirement, tax efficiency and strategies for solid long term care planning and protection.

Matthew Erickson (He/Him/His)'s Current Company Details
Identiti Financial

Identiti Financial

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Founder and CEO of Identiti Financial
New York, NY, US
Employees:
3
Matthew Erickson (He/Him/His) Work Experience Details
  • Identiti Financial
    Founder And Ceo Of Identiti Financial
    Identiti Financial
    New York, Ny, Us
  • Northwestern Mutual Park Avenue
    Financial Advisor
    Northwestern Mutual Park Avenue May 2019 - Present
    Milwaukee, Wi, Us
  • Equinox
    Senior Advisor
    Equinox May 2015 - May 2019
    New York, New York, Us
  • Manhattan Theatre Club
    Senior Fundraiser
    Manhattan Theatre Club Oct 2008 - Jul 2013
  • City University Of New York
    Associate Professor
    City University Of New York Aug 2011 - Jun 2012
    New York, Ny, Us

Matthew Erickson (He/Him/His) Education Details

  • Purdue University
    Purdue University
    Masters
  • University At Buffalo
    University At Buffalo
    Bachelors

Frequently Asked Questions about Matthew Erickson (He/Him/His)

What company does Matthew Erickson (He/Him/His) work for?

Matthew Erickson (He/Him/His) works for Identiti Financial

What is Matthew Erickson (He/Him/His)'s role at the current company?

Matthew Erickson (He/Him/His)'s current role is Founder and CEO of Identiti Financial.

What schools did Matthew Erickson (He/Him/His) attend?

Matthew Erickson (He/Him/His) attended Purdue University, University At Buffalo.

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