Originally a New England native, Erica received her Bachelor’s degree from the University of Massachusetts at Dartmouth. Joining Wealth Management Strategies in 2013, Erica has a focus in the Qualified Plan and Executive Benefits arena, focusing on the planning, implementation and ongoing support of retirement assets. Understanding the importance of a coordinated approach and innovative planning, Erica works closely with clients’ professional advisors such as CPAs and Estate Planning Attorneys.
Erica currently holds the designation of “Retirement Planning Specialist” awarded by Equitable Advisors based upon the successful receipt of a Certificate in Retirement Planning from Wharton, as well as Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors. A constant student, she is currently pursuing her CFP® credentials. Erica is an MDRT qualifier and is recognized by Equitable Advisors as a Paramount Planning Group member based on achieving a certain sales production level among all financial professional within our organization.
Erica lives in Costa Mesa where she enjoys an active outdoor lifestyle, scuba diving, travel, and various community engagements.
B.S. – University of Massachusetts at Dartmouth
Certificate in Retirement Planning – The Wharton School at the University of Pennsylvania
Certified Plan Fiduciary Advisor – National Association of Plan Advisors
Licenses & Certifications
FINRA Series 7, 66
CA Insurance Lic. #0H99703