Erik Jensen

Erik Jensen, CFP®


Erik is the Managing Director of the United Capital Palm Desert office. Prior to joining United Capital, Erik was founder and President of Jensen Wealth Advisors and built a wealth management firm focused on trust and integrity with an emphasis in high-touch, meaningful relationships with our clients.

  • Founded Jensen Wealth Advisors in 2000.
  • Earned the CFP® certification, the leading mark of financial planning, in 1995.
  • Exclusively serves successful families and businesses with comprehensive wealth management
  • Obtained the designation, Chartered Advisor in Philanthropy (CAP) in 2017, as an educational commitment to provide highly effective charitable advice to our clients.
  • Established a charitable fund to benefit local and national charities
  • Graduated Salutatorian from Indio High School, 1985 - Captain and All-American in swimming and water polo
  • Graduated Cum Laude (Government) from Claremont McKenna College in 1989 Captain of league champion swimming and water polo teams
  • CA Insurance license # 0769750

Erik lives in Bermuda Dunes with his wife, Anna and two kids. He enjoys hiking, traveling, reading and loves his Los Angeles Angels of Anaheim.