Erik J. Aspelin,  CFP<sup>&reg;</sup> - Financial Advisor

Erik J. Aspelin, CFP®

Financial Advisor

Waverly Advisors, LLC

600 University Park Pl, Ste 501
Birmingham, AL 35209-6700
FINANCIAL ADVISOR'S WEBSITE
(205) 271-4040

General

Erik Aspelin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waverly Advisors, LLC in Birmingham, AL and the surrounding communities.

Financial Advisor Experience

Wells Fargo Advisors (Financial Advisor - 4.5 years)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds

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