Erika Agard, CFP®

Erika Agard, CFP®

Financial Planner

At an early age, I realized how important finances are but how little most people understand them. I constantly wonder why we are not taught more about finances in school, or why it’s not spoken about more within most families. It was that curiosity that led me to a career in financial planning.

At Aptus we say, “You can do it yourself, but you don’t have to do it alone.,” and I couldn’t agree more. It is easy to get lost in the abundance of information online and to decipher which solutions might be best for you. I can help filter out all the noise and make sure that you are focusing on the strategies that are relevant to you. My vision is to help you make sense of your finances, to have a healthy relationship with your money, and to reach goals that you never thought possible

Credentials

Certified Financial Planner
Investment Advisor Representative

Education

BS in Financial Planning, Colorado State

Experience

2023-present: Financial Planner, Aptus Financial
2020-2023: Wealth Consultant, Macdonald Financial Services/LPL Financial
2017-2020: Director of Investment Operations/Practice Manager, Yoder Financial Group/Northwestern Mutual
2014-2017: Independent Advisor, Northwestern Mutual

Expertise

Educating new DIYers
Physicians and other professionals
Cash flow systems
Cash management and contingency planning
Tax-efficient investing