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 and wealth management. Erik is a graduate from the University of Utah with a degree in economics and holds a Series 65 Investment Advisor registration with Navigation Group. Erik is currently working towards attaining a CFP® certification.
As financial advisor and a member of the investment committee, Erik works in portfolio development and management and servicing client needs at Navigation Group. 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 solely an investment advisor representative at Navigation Group, and not affiliated with LPL Financial. Investment advice offered through Navigation Group, a registered investment advisor and is a separate entity from LPL Financial.