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.
Certificate in Retirement Planning – The Wharton School at the University of Pennsylvania
Certified Plan Fiduciary Advisor – National Association of Plan Advisors
Licenses & Certifications
CA Insurance Lic. #0H99703
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