Golden Gate University, M.S. in Financial Planning
Golden Gate University, M.S. in Accounting Data & Analytics (In Progress)
University of San Francisco, M.S. in Financial Analysis
Golden Gate University, Graduate Certificate in Estate Planning
Santa Clara University, Graduate Certificate in Accountancy
UC Davis, B.S. in Managerial Economics, with a minor in Communication
Enrolled agent / CPA Candidate
Certified Financial Planner Candidate
Passed Uniform Investment Adviser Law Examination - Series 65 licensed
As an Enrolled Agent at Moskowitz LLP, Erik brings valuable skills to the firm’s tax and financial services. Using his several master’s degrees in Financial Planning, Taxation, and Financial Analysis, Erik is responsible for helping clients with complex financial and estate planning as well as personal, business- and investment-related tax issues. Erik’s goal is to bridge the gap between investments and tax, and to simplify complex details for his clients.
Erik has tutored both undergraduate and graduate-level business students and has written for seekingalpha.com, where he focused on equity valuation and international finance.
Outside of work, Erik enjoys researching and trading stocks and bonds and fine-tuning his investment portfolio. He is also interested in kinesiology and trying out new exercise programs.
He is currently a graduate student at Golden Gate University, working toward an MS in Accounting Data and Analytics.
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