Erik Kalfus

Erik serves as an Investment Advisor Representative and Head of Client Relations at CWA, where he brings nearly a decade of experience in the financial services industry. Known for his thoughtful approach and genuine passion for helping others, Erik made a deliberate transition from a corporate advisory role to join Branden at CWA—motivated by a desire to make a deeper, more lasting impact in the community.

Originally from Saint Louis, MO, Erik earned dual bachelor’s degrees in Finance and Economics at the University of South Carolina, with a minor in German. It was during his time in college—while working for an investment advisor—that he knew this was the path he wanted to pursue. That early experience solidified his conviction that helping others navigate their financial lives with clarity and care was not just a career, but a purpose.

After spending time living in Charlotte and a handful of years soaking up the sun in San Diego—where he worked for LPL Financial, one of the largest independent broker-dealers in the country—Erik recently moved to Philadelphia, which he now proudly calls home. Recently engaged to his fiancée, Rudy, the two reside in Media, PA alongside their English cream golden retriever, Pippa. Outside of work, Erik enjoys running, golfing, and cooking. He’s also an avid South Carolina Gamecocks football fan—each year becoming more emotionally invested (and occasionally heartbroken) by the outcome of their games.