Erik Mizell, CFP®, CLU®, RICP®

Wealth Coach

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  • Francis Marion University, B.S.
  • CFP®
  • CLU®
  • RICP®
Community Involvement
  • Board Member, Caine Halter YMCA
  • Member, First Baptist Church of Simpsonville
Erik Mizell, CFP®, CLU®, RICP®

Erik is a Wealth Coach for our team, he specializes in working with clients to develop income distribution strategies for them to maximize their retirement goals.  He is a Certified Financial Planner ™ and also holds multiple other designations and securities licenses.  Erik also provides crucial education for medical residents and fellows to help them develop great financial habits while they are in training.

Learn more about Erik

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