Curtis Erickson, CPA, PFS, President
Since 1986, Curtis has been working with Seattle area clients, real estate and small businesses on how to improve their financial future. He is simultaneously a CPA Certified Tax Coach and a no commission Registered Investment Advisor. Between 1989 and 2006, Curtis was a partner in Nelson, Watson & Erickson CPAs and Erickson Retirement Advisors. These firms have evolved today to form Erickson Wealth & Tax Management, a team-based firm that features tax, wealth and retirement distribution planning.
Curtis and his wife, Kathy, are life-long residents of Washington and live in NW Seattle. They have one son, Austin. Curtis loves to golf and play basketball and is a classic film buff. A popular speaker in the Seattle area, Curtis has published a book, “The Investor Awareness Guide”, and an audio CD, “The Seven Deadly Traps & Three Power Strategies”. He has also been featured weekly on Mike Siegel’s radio show on KKOL, 1300, business radio.