Erik currently serves as Vice President of Mezrah Financial and works for his clients as a fiduciary, Certified Financial Planner™ professional. Thorough and innovative, Erik produces measurable results through a unique retirement income planning process, with the goal in mind to increase annual retirement income, develop tax strategies, along with risk management, and increased control over your financial plan. Erik’s communication skills, grasp of economics, use of the latest technology, and desire to serve has brought him a diverse and successful clientele across many different states.
Erik is also a volunteer and board member for many non-profit organizations throughout the country including A Kid’s Place, the Round of a Lifetime Foundation, the Florida Holocaust Museum, and Berkeley Preparatory School. Erik is thankful for the opportunity to bring his specific skill set and financial acumen to organizations that make society a better place.
Erik grew up in Tampa and graduated from the University of Maryland with a degree in business. After living in Washington DC and New York City, Erik resides in Sarasota, FL with his wife Melanie and daughter Shayla.