Chief Planning Officer
Current
Jun 2012 - Present
AeroLeads people directory · profile
Shaun Erickson, Cfp® Email & Phone Number
Chief Planning Officer
at
Single Point Partners
1 work email found
@spcfo.com
3 phones found area 617
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Chief Planning Officer
Location
Boston, Massachusetts, United States
Who is Shaun Erickson, Cfp®? Overview
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Quick answer
Shaun Erickson, Cfp® is listed as Chief Planning Officer at Single Point Partners, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at spcfo.com, phone signal with area code 617, and a matched LinkedIn profile for Shaun Erickson, Cfp®.
Shaun Erickson, Cfp® previously worked as Co-Founder at Knudge and CFP® at Baystate Financial Services. Shaun Erickson, Cfp® holds Bachelor Of Science, Finance from Bentley University.
Company email context
Email format at Single Point Partners
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*@spcfo.com
68% confidence
AeroLeads found 1 current-domain work email signal for Shaun Erickson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Shaun Erickson, Cfp®
Single Point Partners Project Management for your Financial Life. PLANNING. STRATEGY. ACTION.Year-round decision & operational support of your family’s financial responsibilities delivered by your Personal CFO
Current workplace
Shaun Erickson, Cfp®'s current company
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3 roles · 26 years
Shaun Erickson, Cfp® work experience
A career timeline built from the work history available for this profile.
Co-Founder
Knudge is the only software solution for financial planners that is specifically focused on managing their clients' action listsAs the landscape for financial advice gets more competitive, clients are demanding deeper services from their planners. We’ve seen firsthand the benefits of a holistic approach to financial management coupled with follow through support for our clients. By automating the follow up process, we believe Knudge will empower advisors to touch on more areas of their clients’ lives and become true accountability partners for their clients.Learn more at www.knudge.com
2001 - 2012
~11 yrs
1 education record
Shaun Erickson, Cfp® education
-
Bentley University
FAQ
Frequently asked questions about Shaun Erickson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Shaun Erickson, Cfp® work for?
Shaun Erickson, Cfp® works for Single Point Partners.
What is Shaun Erickson, Cfp®'s role at Single Point Partners?
Shaun Erickson, Cfp® is listed as Chief Planning Officer at Single Point Partners.
What is Shaun Erickson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @spcfo.com for Shaun Erickson, Cfp® at Single Point Partners.
What is Shaun Erickson, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 617 for Shaun Erickson, Cfp® at Single Point Partners.
Where is Shaun Erickson, Cfp® based?
Shaun Erickson, Cfp® is based in Boston, Massachusetts, United States while working with Single Point Partners.
What companies has Shaun Erickson, Cfp® worked for?
Shaun Erickson, Cfp® has worked for Single Point Partners, Knudge, and Baystate Financial Services.
How can I contact Shaun Erickson, Cfp®?
You can use AeroLeads to view verified contact signals for Shaun Erickson, Cfp® at Single Point Partners, including work email, phone, and LinkedIn data when available.
What schools did Shaun Erickson, Cfp® attend?
Shaun Erickson, Cfp® holds Bachelor Of Science, Finance from Bentley University.
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