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P: 949.833.5846

F: 949.833.5810

E: erica@wmsirvine.com

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Erica Sylvia

Originally a New England native, Erica received her Bachelors Degree from the University of Massachusetts at Dartmouth. Joining Wealth Management Strategies in 2013, Erica partners with Daniel Venegas 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 AXA 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 member of the Paramount Planning Group which is recognition from AXA Advisors for a high level of production.

Erica lives in Newport Beach where she enjoys an active outdoor lifestyle, scuba diving, travel, and various community engagements.

Education
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

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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