Erik Sorensen - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Accumulation

About

Erik Sorensen is a financial advisor based in San Rafael, California, providing financial planning and investment guidance to local clients. He specializes in a range of services including retirement planning, investment management, and wealth accumulation strategies. Erik is committed to helping individuals and families achieve their financial goals through personalized consultations. His practice focuses on building long-term relationships with clients to support them in navigating their financial journeys.

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