Contact Me

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

Retirement Planning
Social Security
Tax-Smart Distribution Planning

Professional Designations

CERTIFIED FINANCIAL PLANNER ®
Retirement Income Certified Professional (RICP)

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

Meeting Options

Video Conference
Phone

Book Intro Call

Compensation Methods

Fee Only
Hourly Rate
One-time Financial Plan
Subscription

Education

Siena College

Hobbies and Interests

Banjo
Family
Music

SEC Lookup

View Disclosure

Who We Serve

Baby Boomers
Corporate Executives
Individuals
Living in Retirement

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