As your personal CFO I will help you navigate the complexities of money and business so you can remain focused on your career, passions, and loved ones.
I believe success is a gift and want to share it with the world. My mission is to inspire and guide people and businesses toward pursuing their dreams, desires, and a passionate life of purpose.
My primary interest is understanding what you want to accomplish both financially and personally.
I believe understanding my clients is the single most important thing I can do to benefit them. That sounds simple, but it’s the hardest part of the process. If I understand you, I’m really going to understand the levels of importance of the various things you want to accomplish.
Through personalized financial coaching and investment guidance, I will help you organize your finances, set goals that matter to you, save and invest for your future, and take action in creating the life you want to live.
We’ll identify what you want and why — then create a step-by-step guide to get you there.
Investments are the tools we will use to make your plan successful. With your plan as the guide, we can customize the portfolio around your personal situation, needs, and goals.
We invest to achieve our goals in life.
Erik D. Averill, CFP is a business/wealth manager, life coach, author, and entrepreneur.
He is a partner of AWM Capital, a full service financial and life management company and family office that specializes in helping clients achieve lifelong personal and financial success.
Prior to becoming a business and wealth manager, Erik was a professional baseball player with the Detroit Tigers and Seattle Mariners organizations.
Erik is a Certified Financial Planner Professional and holds a degree in Finance from the W.P. Carey School of Business at Arizona State University and the Personal Financial Planning Certificate from UCLA.
Erik is the co-author of “PAID: How To Maximize Your Signing Bonus, Simplify The Money Game and Secure Your Future” and his new book, “The Athlete Life Plan” will be released in the Fall of 2016.
He serves on the board of The Paisley Project, a non-profit organization dedicated to the support and empowerment of widows, and to offering resources and education to the people who care about them.
In addition, he serves as a Business Advisor/Facilitator with Think Global, a business consulting firm created specifically to support the women-owned, growth-stage business attempting to change and advance their position in the market.
Erik is actively involved in the Phoenix Chapter of the Financial Planning Association serving as a member of the Lifelong LearningCommittee. He is a sought after speaker and presenter who enjoys speaking to athletes, financial advisors, and especially college students.
Erik is a member at Redemption Church where he enrolled in the Pastoral Residency Program.
Erik lives in Tempe with his wife, Sadie and their daughter, Olivia Grace. In his free time, he can been found with his nose in a book, exploring the world of food and wine with Sadie who is a professional chef and enjoying the Arizona sunshine.