Meet Erik
Professional Accomplishments
CERTIFIED FINANCIAL PLANNER™, CFP®
IRS Enrolled Agent, EA
Bachelor of Science, University of Puget Sound
Erik is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, retirement planning, and tax preparation services to the clients of Mickelson Wealth Management and Erik D. Mickelson Tax Services LLC.
Erik holds almost two decades of financial services experience. He is passionate about helping people prepare for and transition into their ideal retirement.
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Erik graduated from the University of Puget Sound in Tacoma, WA, where he earned a Bachelor of Science.
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Check Erik on FINRA’s BrokerCheck
Find Erik on LinkedIn
Personal
When he's not in the office, you can find Erik on a tennis or pickleball court, hiking around Mt. Rainier, reading a book (finance or science fiction), or spending time with family and friends. He loves to travel and is always looking forward to a new adventure.
“Over every mountain, there is a path,
although it may not be seen from the valley.”
- Theodore Roethke
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