Erik Bagley Financial Advisor

Erik Bagley Financial Advisor My finance practice serves both business owners and individual families. What could proactive planning do for the future of your family or business?
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Erik Bagley, together with his wife Kate and their children Elaina and Truett, is an integral part of the Folsom, CA community. Erik is a devoted family man, community advocate, and skilled financial professional. He recognizes the significance of strong families and businesses in building thriving cities. Erik enjoys activities such as golf, cycling, exploring new places, and savoring great food

and wine alongside his loved ones. His dream is to establish a bison ranch with a lodge, creating memorable family getaways and leadership gatherings. Since 2017, Erik has been part of Principal®, bringing 15 years of business and management experience. He offers comprehensive financial services, including financial planning, investment management, retirement solutions, and insurance. Erik holds several credentials, such as Series 7, Series 66, and a California Life and Health Insurance license.
2992050-082023

Address

Folsom, CA
95630

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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Welcome

Erik joined Principal® in 2017 with 15 years of previous experience in business and management. He understands the sense of responsibility for managing a business or household and enjoys providing educated guidance, care, and customized tools to partner with people and businesses, who are balancing other demanding priorities, to help 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, knowing they have a plan to protect what they work for, understand the path forward, and they have secured an advocate for the journey.

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

Erik and his wife Kate currently reside in Folsom, CA where he is active in his community because he believes healthy families and businesses make strong cities.

Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Erik Bagley, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. t17103108cc Erik Bagley is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.