Erica is passionate about empowering families to make informed financial decisions about their future.
Joined Lido: 2019
Homebase: Los Angeles
Professional Focus: Erica spends time getting to know her clients and their families to better understand their financial goals and dreams, then creates personalized portfolios drawing on over a decade of experience in the financial industry. She is especially passionate about helping business owners set up retirement plans to maximize their retirement savings and tax deductions.
Professional Designations: Chartered Retirement Plans Specialist, Chartered Retirement Planning Counselor
Education: B.A., Archaeology, English, Tufts University
Previous Work Highlights: Erica was a senior portfolio manager at Westmount Asset Management. Prior to that, she was a Financial Advisor at Merrill Lynch.
Personal Facts: Speaks three languages, enjoys travel, photography, cooking, sports, art, and history. She is an active member of the LA Giving Circle, which pools contributions to local charities with the mission to improve financial security for underprivileged women and girls.
