Comprehensive Financial Advisor
Work with Erin
If you are an engineer or entrepreneur in technical fields, Erin would love to meet you! You can contact her via email at firstname.lastname@example.org or by phone at 619.350.8906.
Erin is part of a team of other experienced, people-focused financial professionals in San Diego, and they are always hosting community and educational events for individuals and families in the surrounding area. To stay up to date on all Erin is doing, you can follow her on LinkedIn.
Erin’s love for solving puzzles and equations landed her an engineering degree, but her desire to change lives for the better while building lifelong relationships is how she found her passion as a financial advisor.
Erin seeks to work with young, like-minded technical professionals in the early stages of building their career and family. She offers coaching and financial advice through the many life-changing events these years can bring, including graduating college, getting married, having a baby and buying a first home.
When Erin graduated with her engineering degree, she found herself qualified for positions with high starting salaries but no idea what to do with that amount of money. Erin realized many of her peers were in the same situation: High earning potential with no financial education.
Through this, Erin saw firsthand how being in a demanding career with a high number of peripheral responsibilities caused stress over the lack of time available to spend on professional and personal pursuits that really matter. She strives to shift her clients’ perception of their financial goals from anxiety-driven to confidence-driven.
Working alongside a team of senior advisors, CERTIFIED FINANCIAL PLANNERTM professionals and insurance and investment specialists, Erin helps provide young engineering professionals with the guidance and resources needed to become financially independent. Erin and her teamwork to provide each client with a comprehensive, adaptable roadmap to help hold them accountable for their financial goals and strategy.
Outside of work, Erin enjoys traveling, exploring, Krav Maga, sustainable living, and cooking. After growing up in New York and Arizona, she now makes her home in San Diego serving clients throughout the Southern California region.
Business owner solutions
Comprehensive financial planning
Tax-efficient investment strategies*
Erin is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. CA Insurance #4021491