PID 149

Erik Mizell, CFP®, CLU®, RICP®

Wealth Coach

Connect with Erik on LinkedIn


  • Francis Marion University, B.S.
  • CFP®
  • CLU®
  • RICP®
Community Involvement
  • Member, First Baptist Church of Simpsonville
Erik Mizell, CFP®, CLU®, RICP®

Erik is a Wealth Coach for our team, and he specializes in working with clients to develop income distribution strategies to maximize their retirement goals.  He is a Certified Financial Planner ™ and holds several other designations and securities licenses.  Erik provides education for medical residents and fellows to help them develop great financial habits while they are in the early stage of their careers.

Learn more about Erik