Erik Wehner

P | 732-452-7306
F | 732-289-9409
E | erik@equityws.com

Business Philosophy:

I am passionate about working with our Partners and clients to provide a wholistic approach to financial strategies.

Background:

Erik has been working in the financial services industry since 2017. He graduated from The College of New Jersey this same year where he received his Bachelor's degree in Finance. Erik started his career as a client service representative at UBS before moving to his current broker-dealer, now Equitable Advisors in 2019. His main focus is assisting Partners of Equity Wealth Solutions manage advisory assets.

Erik currently resides in Hoboken, NJ where he enjoys spending time with his friends and family.

Erik holds FINRA Series 7 and 66 registrations; Life and health insurance licenses and is serving clients NJ, NY, PA. Erik also holds IAR designations in NJ, NY, PA.