Erik Gerlitz, CFA®
Senior Associate Wealth Advisor

Request an Appointment | Office Information

Erik is a Senior Associate Wealth Advisor in the Beacon Pointe Indianapolis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with personalized wealth management experience. His duties include client services, investment and tax strategy implementation, and portfolio performance reporting. Prior to joining Beacon Pointe, Erik worked as an investment analyst with 1st Source Bank, where he aided the group in investment research, portfolio management, trading, and reporting. Erik is also a Chartered Financial Analyst (CFA®) and is zealous about providing excellent customer service and helping each client reach their own personal financial goals. Outside of the office, Erik enjoys spending time with his family & friends, especially his nieces & nephews as well as learning new things.