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Erik Midas

Erik Midas

Financial Advisor

Erik began his career in the financial industry in 2008 as a securities trader at a major investment firm. Since 2008, Erik’s experience includes securities trading, alternative investments, investment banking, wealth management, and being a fiduciary to workplace retirement plans. Erik is a graduate of the University of Utah with a degree in economics and holds a Series SIE, 7, 63, and 65 licenses. Erik is a registered Investment Advisor with Navigation Group and is currently working towards attaining his Insurance license and CFP® certification.

As a financial advisor and a member of the investment committee, Erik works in portfolio development and management and servicing client needs at Navigation Group.  Through Navigation Group, Erik’s services include financial advisory services to individuals, households, and business owners as well as fiduciary services to small and medium-sized business retirement plans. Erik reports to senior advisor and co-founder Carlo Panaccione.

Erik lives in San Francisco and enjoys spending time traveling, wine tasting, being outdoors, and spending time with his families in the United States and Brazil.

Erik Midas is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC.