Erik Nero, CFP^®

CCFC

Founder & President

First Step Wealth Planning, LLC

96 Cobble Hill Dr
Gansevoort, NY 12831-2523

FINANCIAL ADVISOR'S WEBSITE

Www. First-stepwealth.com

(518) 893-1592 CONNECT WITH Erik

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee-only, and act as a fiduciary to ensure you make decisions that are in your best interest. We do not offer any products or receive any commissions.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Erik Nero is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Step Wealth Planning, LLC in Gansevoort, NY and the surrounding communities.

Financial Advisor Overview

First Step Wealth Planning exists to help clients envision, plan for, and live their ideal life by focusing on both their emotional and money readiness. Money may not be the most important thing in your life, but it does affect everything in it. If properly cared for, your money can enhance your ability to live your ideal life. We serve clients that are seeking guidance on how to align their finances as they move into their non-earning years and on how families can plan to save, shop and pay for sending their children to college.

Financial Advisor Experience

Professionally, Erik has been helping families make smart decisions with their money for over 20 years. He has held positions in wealth management for families and institutions at a variety of large, multi-national firms and has had the privilege of getting to know the stories, desires, and dreams of hundreds of clients. This privilege has been both educational and rewarding. Erik is grateful to have learned from so many wonderful people, which led him to realize what matters most to people is their time and their ability to live the life that they want. He has narrowed his focus to work with those who seek greater simplicity in their lives, so that they can spend more time on what is most important to them. Erik is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified College Financial Consultant (CCFC).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Sudden Wealth

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee-only, and act as a fiduciary to ensure you make decisions that are in your best interest. We do not offer any products or receive any commissions.