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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

(518) 893-1592

Website

Areas of Focus

  • Education Needs and Funding Analysis
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Social Security

About Me

Erik Nero believes that harmony between one’s faith, fitness, family, friends, and finances can lead to a more fulfilled life. Erik created First Step Wealth Planning to help his clients experience their ideal lives through creating greater confidence in their financial lives while removing the barriers and conflicts of interest that exist at other firms.

Professionally, Erik has been helping families make smart decisions with their money for over 20 years. He has held positions in wealth management for families and institutions at a variety of large, multi-national firms and has had the privilege of getting to know the stories, desires, and dreams of hundreds of clients. This privilege has been both educational and rewarding. Erik is grateful to have learned from so many wonderful people, which led him to realize what matters most to people is their time and their ability to live the life that they want. He has narrowed his focus to work with those who seek greater simplicity in their lives, so that they can spend more time on what is most important to them. Erik is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified College Financial Consultant (CCFC).

Erik is a husband of over 20 years to his wife, Nicole. They have three children and a chocolate Labrador. Although he spent many years of his career in New York City, Erik and his family have made a home in Saratoga Springs, New York. He is a native of New York’s Hudson Valley region and a graduate of Siena College. He loves being present and involved in the many activities his children participate in, as well as the art, culture, restaurants, and activities that are abundant in Saratoga Springs.

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

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Saratoga Springs, NY

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute introductory call. We'll discuss what you wish to accomplish. Together, we will explore whether the services we offer are a good fit for your needs.

Offers Investment Management

Yes

About our Firm

We provide financial planning, tax planning and investment management to people preparing for or currently in retirement.

I founded the First Step Wealth Planning to help clients envision, plan for, and live their ideal life by focusing on both their emotional and money readiness. Money may not be the most important thing in your life, but it does affect everything in it. If properly cared for, your money can enhance your ability to live your ideal life.

We serve clients that are seeking guidance on how to align their finances as they move into their non-earning years and on how families can plan to save, shop and pay for sending their children to college.

Wherever you are in your personal journey, we will help you align your money to what is most important and with your most deeply held values. We will get you organized to put your entire financial life in perfect order. We will guide you to help you gain the confidence to accomplish your vision despite what cannot be controlled. Take the first step and contact us to start a conversation about how to receive the care you need to raise your confidence in your financial reality.

Education

Siena College, English Language and Literature

Badges

Hobbies and Interests

  • Basketball
  • Family

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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