Erik Kalfus

Erik serves as an Investment Advisor Representative and Headof Client Relations at CWA, where he brings nearly a decade of experience inthe financial services industry. Known for his thoughtful approach and genuinepassion for helping others, Erik made a deliberate transition from a corporateadvisory role to join Branden at CWA—motivated by a desire to make a deeper,more lasting impact in the community.

Originally from Saint Louis, MO, Erik earned dual bachelor’sdegrees in Finance and Economics at the University of South Carolina, with aminor in German. It was during his time in college—while working for aninvestment advisor—that he knew this was the path he wanted to pursue. Thatearly experience solidified his conviction that helping others navigate theirfinancial lives with clarity and care was not just a career, but a purpose.

After spending time living in Charlotte and a handful ofyears soaking up the sun in San Diego—where he worked for LPL Financial, one ofthe largest independent broker-dealers in the country—Erik recently moved toPhiladelphia, which he now proudly calls home. Recently engaged to his fiancée,Rudy, the two reside in Media, PA alongside their English cream goldenretriever, Pippa.

Outside of work, Erik enjoys running, golfing, and cooking.He’s also an avid South Carolina Gamecocks football fan—each year becoming moreemotionally invested (and occasionally heartbroken) by the outcome of theirgames.

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