Broker Check
Erin Egesdal

Helping women and their families turn the wealth they’ve accumulated into a durable income stream.

Many of my first clients were women like me – professionals in the middle of that intricate dance between trying to live a meaningful life today and preparing for a thriving tomorrow. We planned intentionally and invested thoughtfully (and still do!).

Over time, these remarkable women started referring their mothers, aunties – women in the midst of a major life transition, faced with the types of money decisions that come with lasting consequence.

Some transitions are exciting – like a long-awaited retirement, or a new job. Others are more somber – like a separation, receiving an inheritance from a loved one, or losing a spouse.

Successfully navigating these transitions can be as much about untangling the knot of emotion (and the maze of documents) as they are about getting the technical guidance to invest with confidence.

It’s my personal mission to pull back the curtain of overwhelm, and empower women and their families to turn their money into lasting wealth.

Professional Background:
Since 2011, I’ve been helping women and their families to grow and protect wealth. I’m a CERTIFIED FINANCIAL PLANNER™, held to a fiduciary standard. I hold my series 7 & 66 securities registrations as well as my Life & Health insurance licenses.

Before entering the financial services, I worked at Google in Mountain View, CA and Fleishman-Hillard in London, UK.

It was through a hands-on seminar on Microfinance at Stanford University that I first grasped the potential for targeted, intentional investing to transform lives for the better.

At Stanford, I earned my Bachelor and Master’s degree.