ABOUT US
The FMI College Planning ADVANTAGE
Experience the difference when you work with an independent professional.
FMI College Planning is a division of Financial Management, Inc. (FMI). FMI is a fee-based, independent Registered Investment Advisor. We provide unbiased, customized financial solutions, help integrate college and retirement planning, build, protect and transfer our client's wealth to the next generation.
We are committed to helping individuals, families, and businesses build financial independence while planning for education and retirement and estate planning.
The Power of Independence
FMI is affiliated with LPL Financial (LPL) one the nation's largest independent broker/dealers, Today LPL is America's No. 1 independent brokerage firm, with more than 7,700 financial advisors nationwide as reported in Financial Planning Magazine June 1996-2006, based on total revenues.
As affiliated financial representatives of LPL, we have access to comprehensive financial planning tools, as well as unbiased independent research on individual stocks, bonds, mutual funds, and annuities. In addition we have access to the very best institutional investment mangers across every asset class in the country.
This enables us to concentrate our energy on understanding your individual financial goals and offer impartial solutions to the challenges of college, retirement, wealth accumulation, management investment and estate planning.
WHO IS ERIK PIELSTICK, CFP®, ChFC, CCPS
Erik R Pielstick is our Certified College Planning Specialist and A CERTIFIED FINANCIAL PLANNER™ professional. Erik has devoted himself to helping individuals, families and businesses build financial independence while planning for education and retirement.
As a Certified College Planning Specialist, Erik can help you meet the rising costs of college with strategies designed for your family's specific situation. These strategies may include: positioning your student for college, reviewing and planning for current debt, cash flow and saving, financial aid and specialized tax strategies.
As a CERTIFIED FINANCIAL PLANNER™ professional Erik can help integrate the college planning process into your retirement and estate planning needs.
TARGETED TRAINING
With Erik's extensive professional education as a CERTIFIED FINANCIAL PLANNER® professional, a Charter Financial Consultant and Certified College Planning Specialist, he has the knowledge and expertise to help guide you to your desired goals. Erik has the skills and experience necessary to build an effective, customized financial plan that works for you.
Erik has been helping clients achieve their financial goals since 1991 with the following professional credentials:
- Certified Financial Planner™ Professional (CFP®)
- Chartered Financial Consultant (ChFC)
- Certified College Planning Specialist (CCPS)
- Erik specializes in working with a limited number of high net-worth clients providing independent and unbiased fee-based comprehensive financial planning and investment advisory services.
Personal Information and Community Professional Involvement
Erik was born in Jerome, Idaho, and grew up in Salem, Oregon. He moved to the Tri-Cities in 1981 after 10 years in Colorado. Erik started in the Financial Services Industry in 1991 after 26 years of experience in business and the sporting goods industry (research and design, manufacturing, marketing, professional skiing, and retail sales), and now resides in Richland with his wife Rose and two sons Trevor and Bryce who are busy planning for their own college attendance.
Erik is active in numerous community and professional organizations, including:
- Adult Day Services of Kennewick, Past President
- Served on The Planned Giving Council of Eastern Washington, and Past President
- Columbia Community Church, Member and served as Men's Ministry Co-Chairperson
- Tri-City Area Chamber of Commerce, Member
- Financial Planners Association, Member
- Tri-Cities Estate Planning Council, Member
ARE YOU READY FOR THE NEXT STEP?
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No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws Registered Representatives of Linsco/Private Ledger may only discuss securities with or transact business with persons who are residents of the following states: AZ, CA, CO, HI, ID, KS, NM, NV, OR, UT, WA.
Securities and financial planning offered through LPL Financial, member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit SIPC.org. LPL Financial is also a member of FINRA and An Investment Advisor.