Erik is the founder (July 2001) and Managing Member of Wolfers Asset Management LLC (owner of First and Main).
Erik’s great grandfather traded on the New York Stock Exchange and his grandfather was a stockbroker.
The interest in money and investments has always been there but Erik spent a few years in high tech after graduating from UCSB with a degree in Business Economics. The time in high tech provided a valuable knowledge base but the passion for finance couldn’t be denied so he went back to school in 1999 to study finance and investments at Arizona State University (4.0 GPA) where he won a spot on the investments practicum (IP) team.
In addition to practicing securities analysis and serving as the IP team’s economist, he had the opportunity to meet and speak with several members of the oversight board all of whom were somehow involved in investing $ millions to $ billions.
Erik also interned between grad school years at what was then Pilgrim Mutual Funds in Phoenix
With these experiences he started his own firm understanding that the knowledge and experiences gained at ASU, at Pilgrim, and as an individual investor, immediately put him in the upper echelons as to what he could deliver to clients.
Within a few years of starting as a fee only money manager Erik became a CERTIFIED FINANCIAL PLANNER™. Being a CFP® is considered the gold standard in the financial services industry for knowledge and ethics. Click here to learn more about the rigorous requirements.
To maintain CFP® credentials one must complete 30 units of continuing education every 2 years as well as re-confirm adherence to the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct.
Erik knows each of his clients very well so he can serve them as perfectly and individually as possible.
Erik has a deep passion for sport, especially cycling, soccer and skiing. He leads his daughters down double black diamond runs and encourages them to define and deliver on what it means to them to be a student, athlete and citizen.
FAM teams with other specialists to deliver comprehensive financial planning services.
FAM is a registered investment advisor.