Alternate Phone: (805) 510-0014
Erin is passionate about coaching others to pursue their personal, business, and financial goals by helping them make good decisions in their best interest. As a CERTIFIED FINANCIAL PLANNER™ professional, she focuses on the complete financial planning process including portfolio management, risk assessment, estate planning, tax planning, retirement planning, education planning, and business succession planning. Erin played D1 collegiate volleyball at University of California, Long Beach and the University of Wisconsin-Madison. She currently works and resides in Grover Beach, CA with her husband Colton and their dog Cozmo.