Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Niehaus is a financial advisor with Savvy. Erin has been in the financial services industry since June 2020 and has a CFP designation. Erin is registered with the state of California and has passed the Series 65 and Series 63 exams. Erin specializes in providing financial planning, portfolio management, and educational seminars for individuals, corporations and charitable organizations. Erin has a strong track record of success and is committed to providing her clients with the highest quality financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/22/2025 - Present
Savvy (Sausalito CA)
Active
Inactive
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