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Erik Karlson

Estate & Inheritance - Strategic Planning - Financial Assessment

Erik Karlson is a Financial Advisor at Edward Jones serving San Diego, CA.1 He specializes in helping successful business owners, professionals, executives, and those preparing for retirement to optimize their financial lives.3 Karlson holds the Certified Exit Planning Advisor (CEPA®) designation and works from an office located at 7185 Navajo Rd Suite P in San Diego.4

As a financial advisor, Karlson offers personal financial advice to help clients achieve their financial goals.1 His services include:

  • Financial planning
  • Retirement planning
  • Investment strategies
  • Exit planning for business owners

Karlson's office hours are typically Monday through Thursday from 9:00 AM to 4:00 PM, while Fridays are by appointment only. The office is closed on weekends.1

On his LinkedIn profile, Karlson describes himself as a creative problem solver with strong analytical and communication skills.2 He regularly shares insights on financial strategies, such as charitable stacking for long-term financial planning.3

Highlights

May 1 · edwardjones.com
Financial Advisors in Santee, California - Edward Jones
Sep 1 · edwardjones.com
Erik D Karlson, Financial Advisor - Edward Jones

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Erik Karlson
Erik Karlson, photo 1
Erik Karlson, photo 2
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Location

San Diego County, California, United States