ErickConway- Financial Advisor San Diego, CA

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About Erick Conway

Erick is a United States Marine Corps veteran, a graduate of Pepperdine University with a Bachelor of Science in Management, and a Certified Financial Planner^™ with over a decade of experience helping clients navigate important financial decisions. One of Erick's core values is striving to ensure clients make good financial decisions and understand the "why" behind those decisions. He simplifies market principles, explains their impact on each client's situation, and presents clear options for moving forward. Erick's goal is to ensure clients have a clear understanding of their financial roadmap and confidence during natural market changes and conditions. Another important aspect of working with Erick is his commitment to transparency, maintaining a high level of responsiveness to client communications, and developing meaningful long-term relationships with clients. These shared values are some of the many reasons Erick decided to join the Strong Valley team in 2024. Erick and the Strong Valley team believe deep client relationships contribute to a natural focus on providing clients with relevant information so they can make better decisions. One of the most rewarding things for Erick is seeing clients fulfill their retirement and financial goals. Erick is an active member of the Financial Planning Association and enjoys playing golf and beach volleyball in his spare time.

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General Information

Firm Start Year

2018

No. of Employees

CRD#

5621699

Firm CRD#

284656

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Insurance and Annuity Licenses

Long Term Care, Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

1,000,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Hourly Rate

Minimum Fee Charged for Hourly Planning Accounts

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891476/paladinregistry-Strong-Valley-Wealth-&-Pension-detailed-disclosure.html

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Paladin Research Report For:

Erick Conway

Strong Valley Wealth & Pension