ERIK BAGLEY

Erik joined Kotys Wealth Professionals as a Wealth Advisor in 2024, bringing with him 7 years of industry experience, from a large brokerage firm. Erik made the move to Kotys to enhance his offering to clients with truly independent and fiduciary advice. He has been serving clients in Folsom, CA and across the USA offering financial planning, and investment management.

Prior to working in the financial services industry, Erik spent time collaborating and consulting with organizations such as Bank of America, Eagle Global Logistics, Carmike Cinemas, Citrix, Amazon, and Cisco. Working with these firms Erik gained valuable experience in business operations and strategic planning. He is able to pull from these experiences in the strategies and planning offered to his clients. 

Erik has also earned the Certified Exit Planning Advisor (CEPA®) credential through rigorous coursework and final exam. The Value Acceleration Methodology™ is learned in order to best integrate a business owner’s business, personal, and financial goals into one strategy that is executed by a team of advisors (financial, legal, accounting, etc) to advise on the best possible exit strategies.

In his personal life, Erik, and his wife Kate, are grounded in commitment to positive change and are dedicated to reshaping the prevailing model of childhood education. They co-founded a family education center rooted in Christian principles, to develop young leaders. Additionally, Erik’s vision reaches beyond the classroom, impacting Bay Area children aged 2 through 8 using the joy of soccer to instill in them principles like integrity and leadership.

Erik and Kate have two small children and reside in Folsom, CA. Erik enjoys plenty of outdoor activities like golf, hunting, or exploring the CA coast and the high Sierras.

Erik joined Kotys Wealth Professionals as a Wealth Advisor in 2024, bringing with him 7 years of industry experience, from a large brokerage firm. Erik made the move to Kotys to enhance his offering to clients with truly independent and fiduciary advice. He has been serving clients in Folsom, CA and across the USA offering financial planning, and investment management.

Prior to working in the financial services industry, Erik spent time collaborating and consulting with organizations such as Bank of America, Eagle Global Logistics, Carmike Cinemas, Citrix, Amazon, and Cisco. Working with these firms Erik gained valuable experience in business operations and strategic planning. He is able to pull from these experiences in the strategies and planning offered to his clients. 

Erik has also earned the Certified Exit Planning Advisor (CEPA®) credential through rigorous coursework and final exam. The Value Acceleration Methodology™ is learned in order to best integrate a business owner’s business, personal, and financial goals into one strategy that is executed by a team of advisors (financial, legal, accounting, etc) to advise on the best possible exit strategies.

In his personal life, Erik, and his wife Kate, are grounded in commitment to positive change and are dedicated to reshaping the prevailing model of childhood education. They co-founded a family education center rooted in Christian principles, to develop young leaders. Additionally, Erik’s vision reaches beyond the classroom, impacting Bay Area children aged 2 through 8 using the joy of soccer to instill in them principles like integrity and leadership.

Erik and Kate have two small children and reside in Folsom, CA. Erik enjoys plenty of outdoor activities like golf, hunting, or exploring the CA coast and the high Sierras.