Comprehensive Financial Advisor
Work with Erin
If you are a small business owner, Erin would love to meet you! You can contact her via email at email@example.com 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.
My name is Erin Cary and I’m a Holistic Financial Advisor on a purpose-led mission to enlighten business owners with key insights to plan and invest for their vision of the future based on their values and goals.
I believe financial liberation comes through education, energetic alignment and engagement.
Through a dynamic mix of advocacy, education and sophisticated strategy, I provide a comprehensive financial road map so my clients gain clarity and confidence about their financial decisions. Both are necessary when creating short and long-term financial plans -services may include tax-efficient investment strategies, legacy planning, business financial planning solutions, risk mitigation and more.
I provide my clients with custom solutions to fit their lifestyle while working hand in hand with a team of experienced investment professionals, insurance specialists and senior advisors. Our intention is to take the work off your plate, do all the heavy lifting and create a strong financial foundation so you can do what you love.
You can live a life of financial prosperity through proactive, educated and intentional money decisions. The reality is, you can have fun while funding the life of your dreams. Let’s connect and discuss what would allow you to truly thrive in this lifetime.
Business owner solutions
Comprehensive financial planning
Tax-efficient investment strategies*
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Erin is a registered representative and investment advisor representative of Securian Financial Services, Inc. CA Insurance #4021491