San Francisco, CA

Erik Midas

Hi, 👋🏼 I’m Erik. I’m a financial advisor based in San Francisco, California with 21 years of experience across securities trading, alternative investments, investment banking, financial planning, and wealth management. I work with high-net-worth individuals and families, family offices, workplace retirement plans, and small business owners. My approach starts with understanding what financial security means to each client, then building a flexible strategy around retirement, income, investments, risk, and long-term financial decision-making. ‍
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