Rinar S. Erickson, Cfp® Cap® Email and Phone Number
Rinar S. Erickson, Cfp® Cap® work email
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Rinar S. Erickson, Cfp® Cap® personal email
Rinar S. Erickson, Cfp® Cap® phone numbers
As a Wealth Advisor with Capita Financial Network, Rinar provides investment planning and private wealth management services. After working for Zions Bank from 1997 to 1998, he joined Fidelity Investments where he worked for nearly 20 years in various roles. He managed two very successful Private Client books of business in Atlanta and Las Vegas with each surpassing $2B in assets. He also held various Regional VP positions including Fidelity Charitable and Regional Planning Consultant. He opened the brand new Reno/Tahoe office as Branch Manager. He was a recipient of many awards and accolades, including 4 President Circle Awards. He worked for Creative Planning, Inc and was responsible for developing and maintaining HNW relationships primarily in the Mountain West states, where he built a very successful practice. In April of 2021, he joined Capita Financial Network, a rapidly growing advisory firm (recently surpassed $1B in AUM - April, 2021) as a HNW/UHNW Advisor.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.
The Tabernacle Choir At Temple Square
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The Tabernacle Choir At Temple SquareSalt Lake City, Ut, Us
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Private Wealth AdvisorCapita Financial Network Apr 2021 - PresentSandy, Utah, Us
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PartnerCapita Financial Network Apr 2021 - PresentSandy, Utah, Us
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Private Weath ManagerCreative Planning Inc. Jan 2015 - Apr 2021Overland Park, Kansas, Us -
Regional Vice PresidentFidelity Charitable Mar 2013 - Jan 2015Boston, Ma, Us -
Branch ManagerFidelity Investments Mar 2011 - Mar 2013Boston, Ma, Us -
Regional Planning ConsultantFidelity Investments May 2007 - Mar 2011Boston, Ma, Us
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Senior Account ExecutiveFidelity Investments May 2004 - 2007Boston, Ma, Us
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Senior Account ExecutiveFidelity Investments 2002 - 2004Boston, Ma, Us
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Financial Planning ConsultantFidelity Investments 2000 - 2002Boston, Ma, Us
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Premium Services RepresentativeFidelity Investments 1998 - 2000Boston, Ma, Us
Rinar S. Erickson, Cfp® Cap® Skills
Rinar S. Erickson, Cfp® Cap® Education Details
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University Of UtahGeneral -
Dixie State UniversityAssociate'S Degree
Frequently Asked Questions about Rinar S. Erickson, Cfp® Cap®
What company does Rinar S. Erickson, Cfp® Cap® work for?
Rinar S. Erickson, Cfp® Cap® works for The Tabernacle Choir At Temple Square
What is Rinar S. Erickson, Cfp® Cap®'s role at the current company?
Rinar S. Erickson, Cfp® Cap®'s current role is Partner | Private Wealth Advisor at Capita Financial Network.
What is Rinar S. Erickson, Cfp® Cap®'s email address?
Rinar S. Erickson, Cfp® Cap®'s email address is ri****@****ine.com
What is Rinar S. Erickson, Cfp® Cap®'s direct phone number?
Rinar S. Erickson, Cfp® Cap®'s direct phone number is (800) 343*****
What schools did Rinar S. Erickson, Cfp® Cap® attend?
Rinar S. Erickson, Cfp® Cap® attended University Of Utah, Dixie State University.
What are some of Rinar S. Erickson, Cfp® Cap®'s interests?
Rinar S. Erickson, Cfp® Cap® has interest in Arts And Culture.
What skills is Rinar S. Erickson, Cfp® Cap® known for?
Rinar S. Erickson, Cfp® Cap® has skills like Nonprofits, Wealth Management, Philanthropy, Mutual Funds, Strategic Financial Planning, Grants, Charities, Finance, Estate Planning, Financial Planning, Program Management, Financial Advisory.
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