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

Erin K. Wood, CFP®

CRPC, FBS

Senior Vice President-Financial Planning

Carson Group

14600 Branch St
Omaha, NE 68154-1809
(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 Group 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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