ThePiedmont CityScoop

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Piedmont, CA

Oakland, CA | East Bay; A Discussion on Systematizing and Managing Cash Flow

Hi, I am EriK Wolfers. I'm the founder and managing member of First & Main Financial. We've been helping clients with perfectly personalized financial solutions since 2001—almost 20 years now. I want to talk just a little bit today about cash flow. I have my own personal spreadsheet that I built to monitor cash flow, which I share with clients. It…

Oakland, CA | Piedmont; Planning for College with a State Sponsored 529 Plan

Hi, I'm Erik Wolfers. I'm the founder and managing member of First & Main Financial. Today I want to talk a little bit about college savings. My own firstborn child is headed off to college in the fall. She went through an extensive process of researching schools and visiting schools and applied to many—it was somewhat different during the pandemic. W…

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