Tell me more about Erik Mikkelson?
Erik Mikkelson is a highly experienced Certified Financial Planner Professional with 34.9 years of work experience. He specializes in lean manufacturing, strategic planning, personal and business finances, portfolio management, and retirement planning. Based in the United States, Erik has worked with families as a Certified Financial Planner Professional for 17 years, focusing on complex wealth and project management. He has expertise in customized investment and cash flow management strategies, as well as other complex family projects. Erik takes his fiduciary duty seriously and provides advice and investment recommendations based on his clients' goals and needs.
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In addition to 17 years working with families as a Certified Financial Planner™ Professional, my experiences gained from twelve plus years in consumer products businesses were focused on strategic planning, logistics, operations, M&A, and project management have provided a useful foundation for working with families having complex wealth and project management needs. Families' needs often require highly customized investment and cash flow management strategies, and a variety of other complex family projects requiring the coordination of many different experts to best achieve their desired outcomes. These may include assisting with the valuation, acquisition or sale of a business, complicated gifting or wealth transfer strategies through estate planning and tax mitigation, as well as other small business and family office consultative services dealing with business and real estate investment due diligence and general project management services. I take my fiduciary duty very seriously, to do what is in my clients’ best interest at all times. Being independent and fee-only, we do not receive compensation for the sale of securities or other products, nor do we accept any commissions. My motivation and incentive is to provide advice, service and investment recommendations based on your goals and needs, period. For Your Financial Future!®
...See MoreFinancial Services
Economics
1985-1989Lean Manufacturing
Strategic Planning
Personal And Business Finances
Portfolio Management
Retirement Planning
Forecasting
Manufacturing
Six Sigma
Process Improvement
Strategic Financial Planning
Small Business
Strategy
Sales
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Erik Mikkelson's social media include: Linkedin,
Erik Mikkelson works for RMR Wealth Advisors, LLC
Erik Mikkelson's role in RMR Wealth Advisors, LLC is President | Owner
Erik Mikkelson works in the industry of Financial Services
Erik Mikkelson's latest job experience is President | Owner at RMR Wealth Advisors, LLC
Erik Mikkelson's latest education in St. Olaf College
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