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 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.
Erik Mora, RICP®, co-founded Freedom Partners in
August 2017. Most recently, Erik was the Chief Marketing
Officer and Director of Advisor Services for Integrated
Wealth Management from 2014 to 2017. During his
tenure at IWM, he successfully rebranded the company,
created and automated their “Your Life. Integrated” client
experience, and helped recruit and transition nearly $1
billion of new assets to the firm. Erik’s responsibilities
at Freedom Partners (FP) is to work with FP’s partner
advisory firms on their strategic marketing, brand
development and to act as their day-to-day business
and marketing consultant. Erik’s activities focus on
driving revenue, increasing AUM, and overall business
efficiency for FP’s partner advisors.
Erik’s long-standing career in financial services began
in 1997. From 1999-2014, Erik served as an external
wholesaler. As a wholesaler, his approach emphasized on
being a retirement specialist to financial advisors. Over
the course of his 16-year wholesaling career he raised
well over a billion dollars working with Transamerica
Capital, Hartford Life, Sun Life and Lincoln Financial.
Erik has a Retirement Income Certified Professional
designation. He currently resides in Ladera Ranch, CA
with his wife and three children. He is actively involved
in youth sports and was a ‘Big Brother’ with Big Brothers
Big Sisters Orange County from 2006-2015.