Erik Gulsrud is a Partner Advisor at AdvicePeriod, working in conjunction with Marc Russell to deliver the highest level of service to the team’s clients. Erik plays an integral role in designing, implementing and managing complex financial plans to accomplish client’s goals. Erik’s role complements those of his client’s other trusted advisors as he works closely to coordinate all necessary activities to meet objectives in an efficient fashion.
Erik’s experience in the financial services sector spans nearly two decades. Prior to joining AdvicePeriod in January 2018, Erik served as a Managing Director of Pathstone Federal Street (previously Convergent Wealth Advisors). While at Pathstone and Convergent, in addition to being responsible for some of the firm’s most complex and sophisticated clients, Erik managed the team of Advisors located in the firm’s Los Angeles office.
Erik graduated from the University of California, Los Angeles and Erik received his Master of Business Administration (MBA) from UCLA Anderson School of Management in 2008. He also holds the Certified Investment Management Analyst (CIMA®) designation administered by Investments & Wealth Institute™ (formerly IMCA®). Outside of the office, you can find Erik on the golf course, coaching Little League or spending time outdoors with his wife and two sons.
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