Erik Nero (CFP®)

Erik Nero focuses in the
following client markets or areas of practice:

Baby Boomers

College/Education Planning

Generation X

High Net Worth Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We provide financial planning, tax planning and investment management to people preparing for or currently in retirement. We have a passion for guiding families through the most important financial decisions they will make in their lives. Our focus is on families that are looking for guidance on how to access their lifetime savings to support themselves in their non-working.

Additional Information

Erik believes that harmony between one’s faith, fitness, family, friends, and finances can lead to a more fulfilled life. Erik created First Step Wealth Planning to help his clients experience their ideal lives through creating greater confidence in their financial lives while removing the barriers and conflicts of interest that exist at other firms. Professionally, Erik has been helping families make smart decisions with their money for over 20 years. He has held positions in wealth management for families and institutions at a variety of large, multi-national firms and has had the privilege of getting to know the stories, desires, and dreams of hundreds of clients. This privilege has been both educational and rewarding. Erik is grateful to have learned from so many wonderful people, which led him to realize what matters most to people is their time and their ability to live the life that they want. He has narrowed his focus to work with those who seek greater simplicity in their lives, so that they can spend more time on what is most important to them. Erik is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified College Financial Consultant (CCFC). Erik is a husband of over 20 years to his wife, Nicole. They have three children, and a chocolate Labrador. Although he spent many years of his career in New York City, Erik and his family have made a home in Saratoga Springs, New York. He is a native of New York’s Hudson Valley region and a graduate of Siena College. He loves being present and involved in the many activities his children participate in, as well as the art, culture, restaurants, and activities that are abundant in Saratoga Springs.