ERIK W. THURNHER
MEDCENTRIC FINANCIAL NETWORK | Sr. Wealth Advisor
Newport Beach, CA 92660
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CRD#: 2796293
Professional summary
ERIK WILLIAM THURNHER, CFP® is a registered financial advisor currently at MEDCENTRIC FINANCIAL NETWORK located in Newport Beach, California.
ERIK is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. ERIK has worked at 3 firms and has passed the Series 2 exam.
Biography
As a CERTIFIED FINANCIAL PLANNER™ professional and former practicing emergency physician, Erik brings a unique perspective and almost 25 years of experience to the business of helping healthcare professionals manage their finances. Prior to joining Mercer Advisors, Erik served as founder and Principal of two personal finance companies, Physicians Financial Advisors and MedCentric Financial Network. His areas of expertise include investment management, retirement planning, and tax strategies. He practiced emergency medicine with Kaiser Permanente in Southern California from 1998 through 2008. Erik completed his undergraduate studies at UC Berkeley, earned his MD from George Washington University, and underwent residency training at UC Irvine. He earned his CFP® certification in 2000. His hobbies include adventure travel, fitness, scuba and sky diving, and reading.
Question & Answer
What are your service offerings?
Insurance Planning
Life Transitions
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Social Security Planning
Education Planning
Tax Planning
Estate Planning
Retirement Planning
Retirement Income Management
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view ERIK WILLIAM THURNHER's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
November 13, 2001 - Present
MEDCENTRIC FINANCIAL NETWORK
Office #1: 23 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660RIA
CRD#: 115826
Newport Beach, CA
Past
January 14, 2020 - January 16, 2026
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
NEWPORT BEACH, CA
Past
September 11, 1996 - July 3, 2020
PHYSICIANS' FINANCIAL ADVISORS
RIA
CRD#: 118434
NEWPORT BEACH, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/13/2001)
Exams
General Industry/Product Exam
RR
Series 2
Date: 8/16/1996
Non-Member General Securities ExaminationCurrent Firm
MF
MEDCENTRIC FINANCIAL NETWORK
MEDCENTRIC | MEDCENTRIC FINANCIAL NETWORK
CRD#: 115826 / SEC#:
California
Registered Investment Advisory firm - (11/13/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23 Corporate Plaza Drive Suite 150, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 759-0369
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
MEDCENTRIC FINANCIAL NETWORK
Sr. Wealth AdvisorCRD#: 115826Newport Beach, CA 92660TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
