What are 3 words people use to describe you?
Generous. Ambitious. Disciplined.
What are you most grateful for?
Good health and family, without either one life wouldn’t be the same.
What gets you excited about life?
The belief that whether in business or with our relationships there are no limits to where we can go.
What is the best advice you have ever been given?
Never burn a bridge because one day you may want to go back.
How do you define success?
Being the best you - as a parent, spouse, friend, provider, and human being.
What is your proudest achievement?
Having the strength to leave a 16 year career that I was considered “top tier” in for a new challenge and belief in something more.
What life lesson did you learn the hard way?
You don’t always have to be right. It’s usually best to be quiet and listen.
What was the best book you’ve read and why?
Prior to having children, I’d say “The Power of Focus” by Jack Canfield. Now, I’d have to say, “Green Eggs and Ham” by Dr. Seuss; a wonderful and simple reminder to not be afraid to try new things!
What does Your Life Integrated mean to you?
Making decisions that take into account your entire life picture not just focusing on today or one single part.
Erik Mora, RICP® joined Integrated Wealth Management in July 2014. Erik is responsible for Integrated Wealth Management’s strategic marketing, brand development and working with the firm’s current advisory teams as a business and marketing consultant. In addition, Erik is responsible for managing the firm’s ‘We Are You’ program, which recruits like-minded advisory teams to join Integrated Wealth Management and become a part of the firm’s independent partnership model.
Erik’s long standing career in financial services began in 1997. Erik has excelled as a retirement specialist through his wholesale relationships with financial advisors. Most recently, he was Regional Vice President for TransAmerica Capital and has also worked as a Regional Vice President and Marketing Director for Hartford Life, Sun Life, Lincoln, and MetLife. He graduated from University of California, Riverside with a Bachelor’s in Business Management. Erik has a Retirement Income Certified Professional designation. He currently resides in Orange County with his wife and three children. He is actively involved with youth sports and Big Brothers Big Sisters Orange County and has been a ‘Big Brother’ since 2006.