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Erik M. Potts, CFP®, RICP®

Erik M. Potts, CFP®, RICP®

President

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