Since 2019, Associate Advisor Erik Schei has bridged the gap between customers and expert financial planning through effective communication. Erik started his career in investment management in 2006 and soon saw a need for trusted advisors who have the knowledge to manage investments but can also serve as a guide to financial planning that caters to each person’s needs. When Erik joined Gates Pass, he found extreme success with his clients by utilizing their assets to achieve the long-term goal of financial security. His specialty is assisting high-earning professionals and couples to help grow their wealth and put their assets in order.
Today, we are happy to announce that Erik has passed his Certified Financial Transitionist (CeFT) certification. The certification is a time-consuming process in which participants undergo significant training to positively identify and work through the behavioral and cognitive struggles that can occur during a life-changing transition. The training provides professionals the tools to skillfully work with clients during chaotic times of uncertainty. The CeFT certification allows Erik to level up his skillset, bring more insight to Gates Pass, and make sure clients receive the guidance they deserve.
At Gates Pass, we are committed to growing with the times to better connect with our client base. We are a trusted firm with a mission to provide financial balance to our clients no matter what may come.
| Categories:
