(386) 271-2127

About Plan to Prosper Wealth Management

About Plan to Prosper Wealth Management

Erick J. Palacios, MBA – Wealth Advisor

Erick graduated with a bachelor’s degree in Finance and Economics from the University of Florida and earned his Master’s in Business Administration from Jacksonville University. He has a wealth of experience within the financial services industry having spent years in the banking sector working with both community and large banks as well as investment management firms. Erick’s experience ranges from investment and retirement planning to advanced tax strategies, wealth management, consumer and small business lending. Erick’s focus is spent on helping clients, regardless of the stage in life they are in, to make sure they develop a measurable plan toward achieving their short- and long-term financial goals. Lastly, his experience in business management and financials makes Erick well positioned to work with business owners to navigate wealth accumulation strategies using business and personal cash flows.

Erick believes in giving back to his local community as evidenced by his involvement in many organizations. He has served as past treasurer and president of Ormond Beach Rotary Club, Florida Hospital Foundation Finance Chair, Chairman of the Volusia County Finance Housing Authority, Pine Trail School Advisory Committee, Ormond Beach Mainstreet board and Treasurer/President-Elect for the Ormond Beach Chamber of Commerce.

 

 

Portfolio Management

Tailored investment strategies designed to help you achieve your financial goals while managing risk.

Retirement Planning

Customized plans to ensure your retirement years are financially secure and fulfilling.

Protection Planning

Strategies to safeguard your wealth and loved ones from life’s uncertainties.

Estate Planning

Preserve your legacy with thoughtfully designed estate plans, ensuring your wealth is distributed according to your wishes.

Education Planning

Secure your children’s academic aspirations with strategic savings plans, making higher education attainable and worry-free.

401k Plan Advisory Services

Maximize the potential of your retirement plan with professional insights, helping employees secure a prosperous future.

Contact us

Ready to take the first step towards financial prosperity? Our team at Plan to Prosper is here to provide expert guidance tailored to your unique goals. Contact us today and embark on a journey towards securing your financial future.

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© 2024 Plan to Prosper Wealth Management

Address

595 W. Granada Blvd., Ste. K
Ormond Beach, FL 32174

(386) 271-2127