ThePiedmont CityScoop

Financial Advisor News
Piedmont, CA

Oakland, CA | Piedmont; Updates on Delaware Statutory Trusts for 1031 Exchanges

Hi, I'm 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. Most times people come to us initially it's for a financial plan—which is a comprehensive review of their financial situation that includes a lifetime cash flow calculation and an a…

Oakland, CA | Piedmont; Investing in Environmental, Social and Global Funds

Hi, I'm 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. Today, I want to talk a little bit about ESG investing—Environmental, Social and Global are what those three letters stand for. Some people haven't heard of it and some people are sort…

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