Erik W. O’Neal, CIMA®, CFP®

Erik O’Neal is an Advisor at West Capital Management. Erik works with individuals, families, and institutional clients to help them meet their financial goals and solve complex planning issues. Prior to joining West Capital Management in 2013, Erik had eight years of experience in Financial Services, holding leadership roles at two large financial companies as well as being the Founder and President of a private financial services consultancy firm, whose clients included both Fortune 500 financial institutions and independent wealth management companies. Erik is a graduate of West Virginia University with a bachelor’s degree in Sociology. He has also completed study at the Wharton School of the University of Pennsylvania for the Certified Investment Management Analyst (CIMA®), and is a member of the Investments & Wealth Institute. Erik is also a Certified Financial Planner®.

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