Erik Jensen, CFP®

Managing Director

Erik Jensen’s primary focus is building local advisory relationships and providing advanced wealth management and investment advice for our higher net-worth clients.

Before joining United Capital Financial Advisors, Erik was the founder and President of Jensen Wealth Advisors (1995-2017), a wealth management firm focused on trust and integrity, emphasizing high-touch, meaningful relationships with clients.

Erik graduated Cum Laude from Claremont McKenna College in 1989 and was a champion swimmer and water polo player. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1995.

Erik lives in Bermuda Dunes, CA, with his wife Anna, and has two fantastic kids. He enjoys hiking, traveling, reading and loves his Los Angeles Angels.

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