LEARN MORE ABOUT Erik Bosman

Erik’s journey into the financial sector was born out of a personal mission to prevent others from experiencing financial hardships due to uninformed investment decisions. Since joining Strategic Wealth Designers in 2020, he has been committed to guiding clients toward financial security in retirement. His dedication and expertise have been instrumental in alleviating the financial stress of countless individuals, fostering long-lasting relationships built on trust and mutual respect.

Having earned a Bachelor of Science in economics from the University of Wisconsin-Madison, Erik’s foundation in economic principles has equipped him with the knowledge and skills to navigate the intricate landscape of retirement income planning. He holds life and health insurance licenses and has passed the Series 65 securities exam, further enhancing his ability to provide comprehensive financial advice to his clients.

Erik’s passion for helping others and his solid educational background and industry experience have allowed him to develop a deep understanding of retirement income planning, which clients recognize as his area of expertise. In keeping with his client-first approach, Erik advises individuals not to spend beyond their means. He firmly believes that disciplined spending habits are key to maintaining financial stability in retirement.

Outside of work, Erik loves spending time outdoors. Living in Denver, he takes every opportunity to pursue outdoor activities such as hunting, skiing, hiking and camping. A Wisconsin native, Erik is also a fervent supporter of all Wisconsin sports teams.

Erik shares his life with his Golden Retriever, Nelly, and stays closely connected with his family in Wisconsin. His two older sisters and his parents are his pillars of strength, and he cherishes every moment spent with his nieces, Amelia and Sadie.