Erick Jimenez is our newest addition to the Asset Preservation Team and is a licensed Fiduciary & Financial Planner. Being passionate about developing and refining a plan that will help his clients grow, protect, and distribute their wealth in a risk and tax-efficient manner is why Erick is such a valued asset, not only for our company, but for our clients as well.
Erick has a wealth of knowledge working in the financial services industry for over 13 years. His background includes banking, business & corporate banking, tax planning and retirement planning. He got his start in retirement planning by working for the nation’s largest Retirement Investment Advisor (RIA) managing employee retirement plans for Fortune 500 companies such as Boeing, Raytheon, Ford, AT&T, and others.
Erick currently holds a designation as a Chartered Retirement Planning Counselor (CRPC), and he also holds a bachelor’s degree in Business Administration from Northern Arizona University. Currently, Erick is working towards completing his Certified Financial Planner (CFP) designation.
Erick is also married to his beautiful wife Jennifer, and they have 3 children, Jaylen, Camila, and Mateo. When Erick isn’t meeting with Clients and Financial Advising, he enjoys playing golf and watching his children play sports.