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Eric E

CFP®, Series 63, Series 65

Alpine, CA

Heirmont Wealth Management

Eric Ervin is a CFP® with 21 years of industry experience and is currently associated with Heirmont Wealth Management. His prior roles include positions at Securitize Corp., ALPS Distributors, Onramp Invest, Blockforce Capital Management, and Reality Shares. Heirmont Wealth Management provides discretionary investment management and integrated financial planning primarily to high-earning W-2 professionals such as physicians and corporate executives. The firm emphasizes financial planning alongside portfolio management, utilizing low-cost, diversified ETFs with tax-aware strategies and a focus on clients' time horizons and risk capacity.

Equity Recipients (RS/RSU, SOP, ESPP) Real estate investing Tax-loss harvesting Cash flow / budgeting Doctor or Medical Professional Executive
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