Erin Reed, Financial Planning Specialist

Contact Info

  • +1 (435) 752-1702
  • adamsteam@adams-wealth.com

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ERIN REED, CFP®, CEP®, CPA

FINANCIAL PLANNING SPECIALIST

Erin is the Financial Planning Specialist in the Planning Division at Adams Wealth Advisors. She supports the firms Certified Financial Planners and Clients by preparing for meetings, research, making preliminary financial planning recommendations, and coordinating client meeting and ensures clients are comfortable with their online access and researches details to build out financial plans.

Erin studied Accounting, Economics, and Finance at Utah State University and is currently working towards her Masters of Accountancy with an emphasis in Personal Financial Planning. While on campus, she has enjoyed leadership roles in the Financial Planning Association and Real Estate Association.

When needing a break from business, Erin relaxes by learning a new hobby, seeing a new destination, or enjoying the great outdoors.

CERTIFICATIONS

  • CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED ESTATE PLANNER™
  • Certified Public Accountant

EDUCATION

  • Masters degree in Accounting from Utah State University