Erik Smith

Erik Smith, CFP®

Erik Smith photo

Erik Smith joined Wealth Dimensions Group as a Financial Planning Associate in April 2016. In this role, Erik assists our advisors in the development and implementation of comprehensive financial planning for our clients.

Erik comes to us with a background in the financial services industry. Prior to joining Wealth Dimensions, Erik worked at UBS Financial Services for six years, developing and executing strategic financial plans to meet their high net worth clients’ long-term goals. Erik has expertise in portfolio construction, research and analysis, as well monitoring clients’ financial situations.

As a financial planning professional, Erik has obtained his CERTIFIED FINANCIAL PLANNER™ certification. Erik also graduated from Xavier University with both a Bachelor of Science in Business Administration (BSBA), majoring in Finance, and an MBA with concentration in Finance.

Originally from Tiffin, Ohio, Erik now lives in Oakley, and spends his free time attending concerts, exercising and golfing.

Awards & Recognition