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Erin N
CFP®, Series 65, Series 63
Sausalito, CA
Savvy
Erin Niehaus is a CFP® professional with five years of experience in the financial industry. She currently serves as an advisor at Savvy and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Erin is also an advisor and promotor for DigitalDX Ventures II, L.P. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech platforms.
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