Erik R. Wallin, CRPC®

Leadership Team
Erik R. Wallin
This email address is being protected from spambots. You need JavaScript enabled to view it.

Erik holds the Chartered Retirement Planning Counselor (CRPC®) designation and is part of the Leadership Team at One Charles Private Wealth. Individually meeting with clients for a more in-depth understanding of their personal and financial challenges, Erik ensures that his clients are educated, and a part of the strategies employed to help protect, preserve and grow their personal wealth.

An Economics graduate from Hobart College and a veteran of the financial services industry, Erik is experienced in the development and implementation of financial strategies such as managing concentrated stock positions, tax planning, wealth transfer, gifting, insurance and corporate retirement plans. Erik enjoys big game fishing and is an avid boater. He and his wife, Alaina divide their time between their homes in Boston and Cape Cod, along with their son, Shay and daughter, Siena. Erik has been providing investment advice since 2002 and holds the following professional licenses: Series 7, 66, LAH, CRPC®.

Primary Duties at One Charles Private Wealth

  • Provides strategic direction for the firm
  • Provides oversight of client services to the firm
  • Facilitates tax, retirement, estate, and other wealth management strategies
  • Sources alternative investment opportunities for our clients
  • Serves on the OCPW Investment Committee