Erin Vickery
Sankalpa Financial
Financial Planner and Managing Principal
Erin Vickery
Sankalpa Financial
Financial Planner and Managing Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Erin Vickery
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Meet Erin Vickery
Erin Vickery is a Raleigh, NC fee-only financial planner. Sankalpa Financial provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Erin Vickery is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Erin Vickery is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Erin Vickery
Office Locations:
-
1053 E. Whitaker Mill Rd.
Suite 115
Raleigh, NC 27604
