Unclaimed
Erin Valenti Bawa is a Chartered Financial Analyst and a registered Investment Advisor Representative with Michaud Capital Management LLC. Erin has been in the financial services industry since 2008. Erin has worked with Monticello Associates and Michaud Capital Management. Erin is registered in Colorado and has a specialization in portfolio management for individuals, investment companies, and pooled investment vehicles. Erin is also a part-owner of Crusonia Wealth Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General investment consulting services
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.
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CO
02/29/2024 - Present
Michaud Capital Management LLC (DENVER CO)
Active
Inactive
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