Rinar S. Erickson, Cfp® Cap® Email & Phone Number

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.

Listed skills include Nonprofits, Wealth Management, Philanthropy, Mutual Funds, and 19 others.