Erik Lawrence, CFP®
Financial planning is as much about emotions as it is financial. We need to understand our own individual relationship to money, what excites us as well as what keeps us up at night. Then the financial plan and resultant strategy have a much better chance of success. We work closely with our clients to make sure we honor this relationship and put them on a clear path guided by a sound financial plan tailored to their unique personal goals.
My passions revolve around family, friends, our community and the outdoors. RoseAnne and I have been married for over 20 years and have three wonderful children. Adam is our oldest and serves in the Coast Guard as an Honor Guardsman out of Alexandria Virginia. Benjamin takes up the middle and lives locally in Portland working full time and is simply enjoying his young adulthood.. Athena is our youngest and attends St. Mary’s Academy, an all-girls private high school here in Portland, while working at the Garden Bar in the Pearl. RoseAnne is a massage therapist, and I must say, all bias aside, gives the best massage in the City.
When we aren’t working, we enjoy backpacking, riding bikes, running, camping, traveling and in general being outdoors in any way we can. Our calendar is almost always full and when we get burned out, we enjoy a pajama Sunday to unwind watching movies and eating good food.
I love being a Certified Financial Planner™ practitioner and I love being at TenBridge Partners. It has been an amazing career for me spanning the last two decades, and I work with some amazing people who enjoy life and most of all enjoy people. I feel fortunate to work with my clients, have a loving family and many friendships, and to be allowed to enjoy life to the fullest in a manner I find fulfilling.
My thanks as always to those who make it possible.
Certified Financial Planner Board of Standards Inc. 2007
Granted professional designation of CFP®
Certified Financial Planner ™
Portland State University
Bachelor of Science with High Honors
Degree in Finance and General Management
Running and riding organized events and challenges
Spending time with friends and family
Books I’ve Read Multiple Times
The House of Scorpion
A Wrinkle in Time
My Side of the Mountain
Tao Te Ching
Music I Love
I grew up a metal head from the 70s and 80s, but love almost any kind of music except gangster rap, twangy country or opera.
If I had a perfect day…
It would be spent in the ocean or the high alpine of the Rocky Mountains, with friends and family, enjoying Mother Nature.