Erin K. Wood,  CFP<sup>&reg;</sup> - Financial Advisor

Erin K. Wood, CFP®

CRPC

Vice President-Wealth Planning

Carson Wealth Management

13321 California Street, Dodge Plaza, First Floor
Omaha, NE 68154
(402) 933-1894 CONNECT WITH Erin
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General

Erin Wood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carson Wealth Management in Omaha, NE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, FBS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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