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Erik Fromm, CFP® CLTC®
Vice President / Wealth Management @ Janney Montgomery Scott LLC | CFP
Erik Fromm, CFP® CLTC®, serves as the Vice President of Wealth Management at Janney Montgomery Scott LLC. He is focused on helping clients make informed financial decisions and has a background in financial planning and investment management.
Education and Credentials
Erik holds the Certified Financial Planner (CFP®) designation, which signifies his expertise in financial planning, and the Certified in Long-Term Care (CLTC®) designation, indicating his proficiency in advising clients on long-term care insurance and related financial strategies.
Professional Experience
At Janney Montgomery Scott LLC, Erik collaborates with a team to provide comprehensive wealth management services. His work includes advising clients on various financial matters, including investment strategies, college savings plans, and life insurance benefits. He actively shares insights and strategies through his LinkedIn posts, focusing on topics relevant to wealth management and financial planning.1234
Erik Fromm's commitment to his clients is evident in his approach to financial education and planning, aiming to empower individuals and families to achieve their financial goals.
