Broker Check
Erik M. Potts, CFP®, RICP®

Erik M. Potts, CFP®, RICP®


With over 16 years in the Financial Planning Industry, Erik M. Potts CFP®, RICP® is the founder and president of Panorama Wealth Strategies LLC, located in Exeter, New Hampshire. Erik graduated early from Bentley University with a bachelor’s degree in Finance with a concentration in Financial Planning and Investments.

Professional Experience

  • Baystate Financial 11+ years
  • Panorama Wealth Strategies 5+ years 


Professional Qualifications

  • Certified Financial Planner®
  • Retirement Income Certified Professional ®
  • Dually Registered Investment Advisor Representative



  • Accidental Life and Health



  • CA, CO, CT, FL, IL, IN, ME, MA, NV, NH, NJ, NC, PA, RI, VT, WI


Off the Clock

  • Porsche and BMW Car Club of America, Member
  • Rally America, Competitor
  • American Rally Association, Competitor
  • National Auto Sport Association (NASA), Competitor
  • Private Aviation Enthusiast and Pilot


Past Community Involvement