Erin Wood, CFP®, CRPC®, FBS®
Erin Wood has over two decades of experience humanizing financial planning. As SVP of Advanced Planning at AssetMark, Erin leads innovation for new wealth solutions, secures strategic industry relationships and oversees a team of specialists who work directly with advisers and their high-net-worth clients. Erin focuses on delivering tailored strategies for estate planning, tax efficiency, retirement planning and multigenerational wealth transfer to help financial advisers keep up with evolving client demands.
Erin's career spans both practice ownership and enterprise leadership. Her career began as a financial planner in Milwaukee, where she built her own advisory firm for over a decade. She later transitioned to building high-performing financial planning teams at enterprise firms, most recently serving as Head of Financial Planning & Advanced Solutions at Carson Group before joining AssetMark.
She has served with the CFP's Financial Advice Working Group and as an adviser for the Women in Leadership Program at the University of North Dakota. Erin holds the CERTIFIED FINANCIAL PLANNER® designation. She also earned a BS in communications and finance and a graduate certificate in financial psychology and behavioral finance.
Latest articles by Erin Wood, CFP®, CRPC®, FBS®
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Will Your Children's Inheritance Set Them Free or Tie Them Up?An inheritance can mean extraordinary freedom for your loved ones, but could also cause more harm than good. How can you ensure your family gets it right?
By Erin Wood, CFP®, CRPC®, FBS®
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My Health Journey Shows How the 'Pink Tax' Costs WomenFact: Women pay significantly more for health care over their lifetimes. But there are some things we can do to protect our health and our financial security.
By Erin Wood, CFP®, CRPC®, FBS®
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I'm a Financial Planner: Here's How to Invest Like the Wealthy, Even if You Don't Have MillionsPrivate market investments, once exclusive to the ultra-wealthy and institutions, have become more accessible to individual investors, thanks to regulatory changes and new investment structures.
By Erin Wood, CFP®, CRPC®, FBS®
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10 Ways to Stay Safe From Grandparent Scams and Other Fraud, Courtesy of a Financial PlannerScams are increasingly hard to detect, and anyone can be fooled, from older people to educated professionals. Here are 10 ways to avoid becoming a victim.
By Erin Wood, CFP®, CRPC®, FBS®
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Five Common Retirement Fears and How to Overcome ThemAre you ready for retirement but uncertain about what comes next? You’re not alone. Proactive planning can help ensure your path to a happy retirement.
By Erin Wood, CFP®, CRPC®, FBS®
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The Holidays Are a Time for Sharing (Your Wishes)While cognitive decline isn’t the most festive topic to bring up during a holiday get-together, getting the conversation started now can ensure everything is in place if, or when, something happens.
By Erin Wood, CFP®, CRPC®, FBS®
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From Breadwinner to Retiree: How to Manage the TransitionMany people arrive at retirement with mixed emotions, including anxiety. Making the transition involves a profound shift in your mindset.
By Erin Wood, CFP®, CRPC®, FBS®
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Is It Finally a Good Time to Buy Your Retirement Dream Home?If Airbnb owners decide to sell because of a drop-off in revenue, home buyers could find some good deals, though borrowing costs could still be prohibitive.
By Erin Wood, CFP®, CRPC®, FBS®
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Congratulations on Your Retirement: Here's How to Find Your JoyKnowing how you want to spend your time in retirement and having a sense of purpose can prevent you from feeling unmoored and isolated.
By Erin Wood, CFP®, CRPC®, FBS®
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What Every Woman Needs to Know About Social SecurityGiven women’s longer lives and lower earnings, it’s more important than ever to understand how the complex rules of Social Security benefits apply to you.
By Erin Wood, CFP®, CRPC®, FBS®
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Retirees, Don’t Let Inflation Cut into Your Summer PlansIf you’re on a fixed income, pricier travel means compromises, but you can still do fun stuff while saving. Think National Parks passes and senior discounts.
By Erin Wood, CFP®, CRPC®, FBS®
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Nervous About the Markets and Economy? Consider HistoryTo put things in perspective, focus on what you can control and remember that the ups and downs of the markets and economy can be cyclical.
By Erin Wood, CFP®, CRPC®, FBS®
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To Afford Retirement, Take Inspiration from ‘The Golden Girls’Roommates, a part-time job and renting out your vacation home could be ways to save early in retirement to cover more expensive years later on.
By Erin Wood, CFP®, CRPC®, FBS®
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Want to Earn More Money? Consider These Five WaysInstead of simply vowing to save more money, why not commit to earning more? You could ask for a raise, try a side hustle or switch to a bank offering a higher savings rate.
By Erin Wood, CFP®, CRPC®, FBS®
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Holiday Spending: Is It Time to Cut Back on Christmas Presents?Family expectations, consumer culture and a reluctance to talk about money can lead to overspending, but there are ways to cut back without losing the spirit of the season.
By Erin Wood, CFP®, CRPC®, FBS®
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Do You Know a Financial Hoarder? 4 Steps to Untangle the MessAccumulating assets for the sake of accumulation can leave behind overwhelming chaos for heirs. Ignoring the problem will only make it worse.
By Erin Wood, CFP®, CRPC®, FBS®
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6 Myths of HomeownershipFeeling stressed by the housing market? You might be surprised to learn that owning a home isn’t the only, or even the best, path to financial security.
By Erin Wood, CFP®, CRPC®, FBS®
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Chasing Athletic Scholarship Dreams Can Be a Costly MistakePaying for College Camps. Equipment. Travel to tournaments. Recruiting fees. It’s expensive to have a high school student-athlete in your home. But who doesn’t dream of a full-ride scholarship to your child’s dream school? Here’s an athletic scholarship reality check to help you make the right spending choices for your family.
By Erin Wood, CFP®, CRPC®, FBS®
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Should You Ask for a Raise? How to Tell When It's Timecareers In today’s job market, employees are calling the shots, making it a great time to negotiate a higher salary. A financial planner explains how to figure out if you are being paid enough, overcome any apprehension about asking for more money and approach salary negotiations like a pro.
By Erin Wood, CFP®, CRPC®, FBS®
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COVID’s Financial Toll Isn’t What You ThinkCoronavirus and Your Money From a grandma’s retirement in ruins to a troubled teen inheriting too soon, COVID’s effects will last for generations. While nothing can prepare you for the pain of losing someone you love, a financial planner explains how preparation can lessen the financial devastation.
By Erin Wood, CFP®, CRPC®, FBS®
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Emerging Financially Healthy After a Gray DivorceDivorce Divorce is hard, but a divorce later in life presents a unique set of challenges. A financial planner shares what to consider as you plan for – and eventually embrace – your next act.
By Erin Wood, CFP®, CRPC®, FBS®
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A Family Member in Prison? You are Not Alonepersonal finance The painful stigma and financial hardship of having a family member in the prison system can last for generations. A financial adviser offers her personal perspective and some resources that could help.
By Erin Wood, CFP®, CRPC®, FBS®
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Adopting a Child: Financial Advice for Hopeful ParentsStarting a Family How much does it cost to adopt a child? That depends on which method you use, as there are several different paths to parenthood. And there are several ways to help pay for it too.
By Erin Wood, CFP®, CRPC®, FBS®
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The Priceless and Expensive Journey of Infertility Treatmentspersonal finance A financial planner who has lived through this journey herself lays out an overview of what couples who are struggling to have a baby can expect, in Part 1 of a four-part deep dive.
By Erin Wood, CFP®, CRPC®, FBS®
personal finance
