Erick Jimenez

Erick Jimenez is a pillar of our Asset Preservation Team, bringing extensive expertise as a licensed Fiduciary and Financial Planner. His commitment to developing and fine-tuning strategies that empower clients to grow, protect, and seamlessly distribute their wealth—while minimizing risks and tax liabilities—has made him an invaluable asset to both our firm and the clients we serve.

With over 14 years of experience in the financial services industry, Erick possesses a broad and deep understanding of banking, corporate finance, tax planning, and retirement planning. He began his career in retirement planning with the nation’s largest Retirement Investment Advisor (RIA), where he successfully managed employee retirement plans for Fortune 500 companies such as Boeing, Raytheon, Ford, and AT&T.

Erick holds the Chartered Retirement Planning Counselor (CRPC) designation and earned his bachelor’s degree in business administration from Northern Arizona University. He is also actively pursuing his Certified Financial Planner (CFP) designation, underscoring his dedication to professional growth.

Outside of his professional life, Erick is a dedicated family man. He and his wife, Jennifer, are the proud parents of four children: Jaylen, Camila, Mateo, and Maxim. When he's not advising clients, Erick enjoys traveling, playing golf, and supporting his children in their sports & activities.