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Piedmont, CA
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Month: April 2020

Oakland, CA | East Bay; Financial Advice on 401(k)Plans

Wed, April 29 2020 - 12:20 PM
What's the Role of a Financial Advisor? I’m Erik Wolfers. I’m the managing member of First & Main Financial. We’ve been helping individuals with their finances since 2001. Today I’m going to talk a little bit about 401K plans. In the nearly two decades that I’ve been advising individuals, I’ve looked at hundreds of 401K plans. Most 401K plans, or many…

Oakland, CA | Piedmont; What Does a Financial Planner Do?

Mon, April 20 2020 - 1:42 PM
Financial Planning is Not Only About Investing Hi my name is Erik Wolfers. I’m the managing member of First & Main Financial. We’ve been helping people with their personal finances since 2001. People generally come to us or often search for a financial planner because they want to know where they stand and they have questions about the way that they’r…

Oakland, CA | East Bay Financial Advice on Paying Your Mortgage Early

Sat, April 11 2020 - 10:24 AM
Is Paying down a Mortgage Early a Good Idea? Hi I’m Erik Wolfers. I’m the managing member of First & Main Financial. We've been helping folks with their personal finances since 2001. I’m going to talk a little bit today about paying off your mortgage early. We have clients that come to us who are paying their mortgage off early. They're paying…

Oakland, CA | Easy Bay Financial Planners Help with Managing Cash

Wed, April 1 2020 - 12:02 PM
Understanding Risk/Reward of Cash Investing— Hi I'm Erik Wolfers. I'm the managing member of First & Main Financial in Oakland and Piedmont California. Today I'm going to talk a little bit about cash. Often times people come to us who have a big pool of cash and they're not sure what they should do with it. They want to have some level of conservatism…

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