Erica Cordova, CFP®
Your long-term financial coach!
Erica Cordova began her career in 2014 and has helped hundreds of clients with financial advice in regards to comprehensive financial planning, debt management, cash flow management, wealth management, and asset protection strategies.
Although Erica is qualified to give financial advice to anyone, she primarily specializes in working with millennials, lawyers, military officers, business owners, federal employees, and those in the LGBTQ community throughout California.
At the heart of her practice is to provide a high level of service to her clients. Erica will work diligently to understand what your unique situation is and help you identify specific financial goals. She will carefully develop a step-by-step roadmap to meet her client’s unique needs through a tailored financial plan. She strives to help individuals determine whether and how they can meet their life goals through objective advice in order to give her clients a greater opportunity to achieve financial success.
You won’t ever have to worry about being lost, confused, or left in the dark about the advice she gives when it comes to your finances. What sets Erica apart from other financial planners is her ability to explain solutions or recommendations in an easy-to-digest manner. You’ll always be able to comprehend why each decision was made when you work alongside Erica.
Erica hopes to build a long-term client-advisor relationship with every client she works with. By using her financial expertise, she strives to help her clients gain more long-lasting wealth and financial independence.
Erica earned a bachelor’s in statistics and received an Executive Financial Planner Certificate at San Diego State University (SDSU). She has recently decided to go back to school to earn her master’s.
On top of the university experience, Erica is a CERTIFIED FINANCIAL PLANNER™ (CFP) professional. She has met the CFP Board’s educational, experience, examination, and ethical requirements, and has committed to providing financial planning services that adhere to CFP Board’s standards of excellence.
Financial licenses Erica has obtained: Series 7, Series 6, Series 65, Series 63, Life and Health
More about Erica
Erica is a long-time California resident. She grew up in Clovis and Fresno and currently lives in San Diego. When she is not at work, Erica enjoys staying active through group gym classes and running outside. As a people person, she also loves attending music events, socializing with her friends, and visiting back home to see her parents and dog, Penny.
If you want to make the commitment to build real wealth and make investments for your future, send Erica an email at email@example.com to schedule a free, no-obligation consultation.
- Law professionals, millennials, and business owners
- Comprehensive fee-based financial planning
- Debt management
- Cash flow management
- Tax-efficient investment strategies
- Wealth accumulation
Seminars for law professionals or millennials
Erica hosts in-person and virtual educational seminars for lawyers or law professionals in San Diego, CA. She typically covers topics such as prioritizing financial goals, staying financially organized, managing high student-loan debt, handling investment-related tax burden, analyzing considerations for first-time homebuyers and learning principles of investor behavior.
To inquire about upcoming seminars, email Erica at firstname.lastname@example.org.
Seminars for businesses
She also holds regular financial wellness seminars for local companies who want to provide education to their employees. Topics for these seminars can vary based on the goals for the company or employees.
Please email Erica at email@example.com to request a seminar at your organization or to schedule a virtual webinar for your employees.
Erica is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. CA Insurance #0J14808