Justin Ericksen
Fairview
Summary
CFP®, CFA®, and AFC® professional with about 5 years of financial planning experience. Proficient in client relationship management, comprehensive wealth planning, and advanced financial analysis. Experienced in using financial planning software and delivering fiduciary-level service to diverse clients. Committed to high ethical standards, integrity, and long-term client success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Advisor
Blue Barn Wealth, LLC
01.2025 - Current
- Provide comprehensive financial planning and investment advisory services to clients.
- Lead client relationships totaling over $19 million AUM.
Associate Advisor
Blue Barn Wealth, LLC
01.2023 - 12.2024
- Assisted senior advisors in client meetings, portfolio construction, and comprehensive financial planning.
Associate / Intern
Blue Barn Wealth, LLC
01.2021 - 12.2022
- Prepared and maintained financial plans using RightCapital, RedTail, and Orion.
Sales Representative
Missionary Mall
05.2020 - 05.2021
- Exceeded sales targets with average order value over $300 per sale.
Math Tutor
GEAR UP, Utah Valley University & North Sanpete School District
01.2018 - 08.2020
- Tutored and mentored hundreds of high school students to improve academic performance.
Education
Master of Financial Planning & Analytics -
Utah Valley University
Orem, UT01.2023
Bachelor of Science - Personal Financial Planning, Minor in Business Management
Utah Valley University
Orem, UT01.2021
Skills
- Client relationship management
- Financial planning software: RightCapital, RedTail, Orion, BNA Tax Planner, Microsoft Office
- Investment analysis & portfolio management
- Multitasking & adaptability
- Attention to detail & efficiency
- Integrity, honesty, and responsibility
- Analytical thinking
- Time management
Certification
- CFP® – Certified Financial Planner
- CFA® – Chartered Financial Analyst
- AFC® – Accredited Financial Counselor
Languages
Spanish
Professional Working
Timeline
Advisor
Blue Barn Wealth, LLC
01.2025 - Current
Associate Advisor
Blue Barn Wealth, LLC
01.2023 - 12.2024
Associate / Intern
Blue Barn Wealth, LLC
01.2021 - 12.2022
Sales Representative
Missionary Mall
05.2020 - 05.2021
Math Tutor
GEAR UP, Utah Valley University & North Sanpete School District
01.2018 - 08.2020
Bachelor of Science - Personal Financial Planning, Minor in Business Management
Utah Valley University
Master of Financial Planning & Analytics -
Utah Valley University
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