Erik Jensen, CFP

If I could be anywhere right now, I would be in the mountains or at a lake spending time with my little girls.

If it’s the fall, you can find me trying to get all my weekend chores completed so I can watch football guilt-free.

Most people in this profession enjoy solving complex issues for the families that we serve. I do as well, but I also really enjoy seeing how small, seemingly simple adjustments we make to a family’s plan can make a meaningful difference many years down the road.

What motivates me to work hard is a combination of wanting to provide every opportunity possible for my kids and making sure that the families that I work with feel like they have a dependable partner in managing their wealth.

Football is by far my favorite sport to watch, but as I am not 6’5″ and an amazing athlete, I stick to playing golf.

Background:

Erik has over 11 years of experience advising families, and with previous experience at Russell Investments and Laird Norton Wealth Management, Erik brings a breadth of experience to the families that he serves. In his role at Caprock, Erik works with families to develop customized wealth strategies incorporating his expertise in investment management, financial and tax planning, transition planning, and trust and estate planning.

Erik holds a B.S. in Business Administration and Economics from Pacific Lutheran University and is a Certified Financial Planner professional.

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