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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.
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- Website:
https://kotyswealthpro.com - Phone: 9169136924
- Email:
erik@kotyswealthpro.com - City: Folsom
- State: California
- Postal Code: 95630-7737
- Country: United States
- Designations:
ERIK BAGLEY
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2022 Colorado State of Owner Readiness Quick Look Brochure
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2022 Colorado State of Owner Readiness Report
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2023 National State of Owner Readiness Report
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2024 State of The Institute
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2024 Webinar Series
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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper
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A Look Inside The Unique World of - Value Creation Whitepaper
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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Access My Courses
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Business Attractiveness Scorecard
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Case Study: A Framework to Build Value
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Case Study: A Framework To Build Value In Your Business
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Case Study: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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CEPA: 2024 APR | Online
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CEPA: 2024 AUG | Online
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CEPA: 2024 FEB | Online
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CEPA: 2024 JAN | Online
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CEPA: 2024 JUL | Online
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CEPA: 2024 JUN | Online
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CEPA: 2024 MAR | Online
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CEPA: 2024 MAY | Online
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CEPA: 2024 OCT | Online
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CEPA: 2024 SEP | Online
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Chapter Logos
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Decentralizing the Business Owner
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Decentralizing the Business Owner
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EPI Chapter President Circle Meeting Notes
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First Steps
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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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From Successful to Significant Whitepaper
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Infographic: Decentralizing the Business Owner
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Infographic: Five Stages of Value Maturity
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Infographic: The 5 D's
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Infographic: Who Has a Seat at the Table
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Intangible Capitals Make Or Break Your Business Whitepaper
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Know Your Gaps
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Stage 1: The Value Maturity Index - Identifying Value
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Successful to Significant Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper
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The Value Acceleration Methodology
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The Value Acceleration Methodology Infographic
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Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper
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Walking You Through the Perfect Exit Whitepaper
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