Eric Wikstrom, CPA, CFP®, CPWA®

Eric joined Robert W. Baird & Co. in 2021 as a Tax Strategist for Baird Private Wealth Management. Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan investments. Throughout his career in tax, investment and corporate finance capacities, Eric helped develop and structure sophisticated financial solutions to meet the unique goals of individuals and institutions.

Eric graduated from the University of Washington with a Bachelor of Arts degree in Business Administration and also holds a Masters of Science in Taxation from Golden Gate University in San Francisco, CA. He also holds CPA, CFP®, and CPWA® designations as well as a Life Insurance and Disability license in the State of Washington.

The professional named in this biography is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Individuals who earn the CFP® certification have met the experience and ethical requirements, have successfully completed a comprehensive financial planning education program, and have passed the CFP® Certification Examination. CFP® professionals are held to a fiduciary standard that requires them to act in the best interests of their clients at all times when providing financial advice. This includes a commitment to: place client interests ahead of their own and their firm's interests, disclose any material conflicts of interest to clients, obtain informed consent, and manage those conflicts properly to ensure the client's best interests remain paramount, act with honesty, integrity, competence, and diligence, exercising due care based on the client's personal circumstances. The CFP® certification marks are owned by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the U.S., which authorizes individuals who successfully complete its initial and ongoing certification requirements to use the marks.

The Certified Private Wealth Advisor® (CPWA®) certification is an advanced credential awarded by the Investments & Wealth Institute™ (The Institute). Use of the CPWA® and Certified Private Wealth Advisor® marks signifies that the user has successfully completed The Institute's rigorous experience, education, ethics, and examination requirements for wealth management professionals. This designation is specifically designed for advisors who work with high-net-worth clients to address their unique and complex financial challenges, such as tax planning, portfolio management, risk management, asset protection, and wealth transfer strategies.

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