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.