Erik Nero, CFP, CCFC

Financial Guidance & Investment Management for Those About to Retire

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First Step Wealth Planning, LLC Erik Nero, CFP, CCFC
Saratoga Springs, NY

Serving Clients Nationwide

Financial Guidance & Investment Management for Those About to Retire

Professional Designations

  • Certified College Financial Consultant (CCFC)
  • CERTIFIED FINANCIAL PLANNER™ Professional

CCFC Areas of Specialization

  • Education Distribution Planning
  • Education Funding Vehicles
  • Education Needs and Funding Analysis
  • Education Tax Deduction and Credit Planning
  • Financial Aid Planning

Primary Location

Saratoga Springs, NY

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