Erick Conway, CFP®, specializes in turning financial complexity into clarity.

A United States Marine Corps veteran, graduate of Pepperdine University, and 10-year veteran Certified Financial Planner™, Erick is known for his disciplined approach and calm leadership. He helps clients confidently evaluate sophisticated strategies across investment management, tax efficiency, and wealth preservation. His ability to distill complex market dynamics into clear, actionable insights empowers clients to make decisions with both precision and peace of mind.

A cornerstone of Erick’s philosophy is transparency, proactive communication, and long-term partnership. He is deeply committed to fostering lasting relationships built on trust, responsiveness, and shared purpose. These values, along with a vision for elite client service, led him to join the Strong Valley Wealth and Pension team in 2024.

As part of Strong Valley Wealth, Erick collaborates with a team of professionals dedicated to delivering highly personalized, strategic solutions for families of significant wealth. He believes that true wealth management is about far more than growing assets—it’s about ensuring each decision serves the client’s vision for legacy, impact, and intergenerational success.

Outside of his professional work, Erick is an active member of the Financial Planning Association and enjoys golf and beach volleyball. He lives in San Diego with his wife, Jami, and their two dogs, Moo and Tater.