BIOGRAPHIES
Erik J. Anderson, CPA, PFS, AIFA®
Erik J. Anderson, CPA, PFS, AIFA® obtained his Bachelor of Business Administration degree in Accounting and Master of Taxation from Baylor University. He is a former associate of PricewaterhouseCoopers, LLP in Dallas, Texas in the Personal Financial and Private Company Services division, where he specialized in High Net Worth Individuals as well as financial and estate planning. Erik provides services to new and prospective clients for plan design and implementation as well as assisting individuals with their personal investment goals and objectives. He is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Financial Services Institute, as well as an adjunct professor at the University of Texas at Austin.
Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory Services offered through Rice Investment Advisory Services, Inc. Bruce A. Rice, Representative and Anderson Financial, Inc. Erik J. Anderson, Representative. Rice Investment Advisory Services, Inc., Anderson Financial, Inc., Employee Incentive Plans, Inc., and Securities America, Inc. are separate entities and are not affiliated with any other entity named on this site.
The Investment Fiduciary standard of care applies to advisory services only. | Tax and Plan Administration services provided by Employee Incentive Plans, Inc.
Insurance licensed in the state of Texas
Securities Licensed in AK, AL, AZ, CA, CO, DE, FL, GA, HI, IL, KS, KY, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TX, UT, VA, WA, WI
This is not a CPA firm
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