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
Licenses
- Series 6, 7, 63, 66
- Accidental Life and Health
Securities
- 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
- Great Bay Services Board Member, Volunteer
- Leadership Seacoast, Graduate
- Big Brothers Big Sisters, Volunteer
- NAMIWalks (National Alliance on Mental Illness), Volunteer