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Erica Pearl, CRPC®

Erica Pearl, CRPC®

Partner | Financial Advisor

Hi! I'm Erica, and I've had the privilege of serving in the financial services industry for nearly two decades. Being a female financial advisor, I'm extremely passionate about empowering women to achieve financial independence. Gone are the days when women took a backseat in financial decision-making. Today, more women than ever are responsible for their financial well-being, as well as that of their families. It's absolutely crucial for women to know how to save, invest, and plan for their future.

Throughout my career, I've obtained my Series 7 and 66 registrations, and I'm also licensed in the state of New York for Life and Health Insurance. On top of that, I've earned the Chartered Retirement Planning Counselor® (CRPC®) designation from the College of Financial Planning. I'm proud to say that I graduated from Binghamton University with a bachelor's degree in Economics, laying a strong foundation for my academic background and future as a financial professional.

Approaching my work with compassion, I strive to establish a personal connection with you – not just as a financial advisor, but as an advocate and a friend. I understand that financial planning is a lifelong journey, and I'm committed to being your financial partner every step of the way. By focusing on behavioral finance, my goal is to empower you to take control of your financial life, enabling you to make well-informed decisions and prepare for life's expected and unexpected transitions. Through a thoughtful process built on trust and accountability, I'll work closely with you to help you understand the advantages of investing and leveraging money as a tool to fulfill your goals.

When I'm not in the office, you'll find me exploring new destinations, practicing yoga to stay grounded, and cherishing quality time with my niece, Bethany.

I'm excited to join you on your financial journey and make a positive impact in your life!