Erica L. Sylvia, CPFA
With more than a decade of experience in the financial services industry, Erica specializes in comprehensive planning for business entities and individuals. Joining Wealth Management Strategies in 2013, her early years focused on the Qualified Plan and Executive Benefits arena, dedicating herself to the planning, implementation, and ongoing support of corporate retirement assets.
Erica is a consistent MDRT qualifier and is recognized by Equitable Advisors as a Paramount Planning Group member achieving a notable production level among all financial professionals within the organization.
Her scope of practice has grown to include advanced planning concepts to further assit her clients in managing their wealth long term.
The Pursuit of Excellence
In addition to her professional achievements, Erica has participated in programs at Harvard and Wharton Business School, adding prestigious dimensions to her skill set. Erica holds the designation of "Retirement Planning Specialist" awarded by Equitable Advisors, backed by the successful completion of a Certificate in Retirement Planning from Wharton. Additionally, she is a Certified Plan Fiduciary Advisor (CPFA) accredited by the National Association of Plan Advisors.
A perpetual learner, Erica completed the Credentialed Holistic Financial Coach program at Columbia University in 2023, embodying her commitment to ongoing education and excellence. As a complement to her work in Employee Benefits, Erica provides education for both employers and employees, surpassing mere plan design.
Residing in Costa Mesa, Erica embraces an active outdoor lifestyle, which includes her passions for scuba diving, travel, and engagement in various community activities. She serves on the Board of Trustees for The Olive Crest Foundation, a non-profit dedicated to dedicated to preventing child abuse by strengthening, equipping, and restoring children and families in crisis. Erica is also devoted to the welfare and humane treatment of animals, channeling her passion into advocating for the rights and well-being of our furry and feathered companions.
Licenses & Certifications:
- FINRA Series 7, 66
- CA Insurance Lic. #0H99703