Erik M. Bagley

Erik M. Bagley

Financial Advisor

EXPERIENCE

Erik joined Principal® in 2017 with 15 years of previous experience in business and management. He understands the responsibility of managing businesses and a household and the demands on people who are balancing multiple priorities in their efforts to protect what is important and build a healthy financial future. Erik wants people to have clarity and confidence about their personal and organizational finances so they can fully enjoy and thrive in their present moments, realizing they have a plan, understand the path forward, and knowing they secured an advocate for the journey.

 CREDENTIALS & SERVICES

  • Series 7 & Series 66 registrtions 
  • California Life and Health 0L86857
  • Financial planning services
  • Investment management services   
  • Retirement services  
  • Insurance solutions

PERSONAL

Erik and Kate, along with their daughter Elaina, currently reside in Folsom, CA where he is active in his community because he believes healthy families and businesses make strong cities. He loves golf and is working toward his goal to play each of the PGA courses in California. Erik also enjoys cycling, great food and wine, exploring new places, as well as quality time and laughs with family and friends. He dreams of owning a bison ranch with a lodge for family getaways and gathering leaders.

 

Phone (916) 462-9019