First Step Wealth Planning

About Us

Fee-only retirement planner focused on near and recently retired households. We use a values-based process to empower people to retire confidently.

Meet Erik
Erik Nero, CFP® | Founder & President
Erik believes that harmony between one’s faith, fitness, family, friends, and finances can lead to a more fulfilled life. Erik created First Step Wealth Planning to help his clients experience their ideal lives through helping them align their wealth to their values.

Professionally, Erik has been helping families make smart decisions with their money for over 25 years. He has held positions in wealth management for families and institutions at a variety of large, multi-national firms and has had the privilege of getting to know the stories, desires, and dreams of hundreds of clients. This privilege has been both educational and rewarding. Erik is grateful to have learned from so many wonderful people, which led him to realize what matters most to people is their time and their ability to live the life that they want. He has narrowed his focus to work with those who seek greater simplicity in their lives, so that they can spend more time on what is most important to them. Erik is a CERTIFIED FINANCIAL PLANNER™ Practitioner.