SEC CRD #801-132059
Home | First & Main Financial Planners - East Bay Area: Oakland, CA Skip to main content Home About Values Our Team Fees Solutions Retirement Windfalls Financial Clarity Money Management Life Transition College Savings Education Insights Papers For Clients Classic Values Current Thinking As fiduciaries we re only driven by helping our clients try to get the best possible outcome. We ask. We listen. Crafting perfectly personalized financial solutions since 2001. Talk to Us F M FAQ Video Please tell us about you Retirement. Am I good? I have, or will, experience a windfall I d like clarity on all things financial I m in transition or would like to plan for one Help! My money is being managed by a robot, a 1-800 number or a salesperson I d like to plan for the cost of college Donor Advised Funds Have your own Endowment 401(k) Home Phone: (510) 601-1935 Email: EW@FirstandMainFinancial.com Piedmont, CA - Click for Mailing Address Privacy Policy - Disclosure Form CRS © 2026 Wolfers Asset Management LLC. All rights reserved.
ERIK WOLFERS
MANAGING MEMBER
📞 (510) 601-1935
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AUM
$165M
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