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Erik Babocsi

Professional designations
CFP
Firm or Broker/Dealer name
Capital Investment Advisory Services
States licensed in
Cary
,
North Carolina
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Investment Management
Retirement/Retirement Income
Time Zone
Education BS Textile Chemistry North Carolina State UniversityMS Consumer Sciences (Concentration in Family Financial Planning Counseling), Expected Graduation, May 2026, University of Alabama Professional 29 years in Financial Services 1997-2004, Charles Schwab & Co 2004-2009, UBS 2009-Present, Independent through a Registered Investment Adviser Organizations Triangle Benefits Forum (Consortium of Retirement Plan Professionals)