Kelly Erickson’s wealth management work is driven by her desire to live up to Walt’s message—helping cast members, and their friends and families, gain the courage to pursue their financial dreams. Those dreams likely extend into retirement, and clients who need guidance with their retirement resources can benefit from Kelly’s specialty in retirement planning. As a working mother, she understands how financial planning can fall by the wayside when other obligations in life seem more important. As a financial planner, Kelly knows the value of putting a financial plan in place through a warm, personalized experience for her clients.
Throughout her financial services career, which spans more than a decade, Kelly has consistently worked to improve her industry knowledge and skills. From her early days as a teller with Wells Fargo, to her financial advisor role at JP Morgan Chase, Kelly studied for and achieved distinctive professional designations, including becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Her other notable credentials include:
- California Lutheran University—M.B.A. in Personal Financial Planning
- Series 6, 7, 63 and 65 registrations held at LPL Financial
- California Variable Life, Health and Disability Insurance licensed
- University of California, Irvine—Financial Planning Certificate
- California State University, Fullerton—Bachelor of Arts in Business Administration
Putting cast members’ and clients’ interests first is at the core of Kelly’s practice, and just one of the reasons she enjoys fulfilling, long-term relationships with those she serves. Her approach to financial planning is not to put clients on a spending diet, but to develop plans that work for their unique situations. Her approach to investment management starts with utilizing the robust resources of LPL Financial to customize a portfolio of products, and then putting an actionable plan in place that is monitored to keep up with changes in the client’s life.
A Southern California native, Kelly and her husband enjoy a laid back lifestyle with their boys, which includes rooting for the Los Angeles Angels, enjoying country music concerts, and spending as much time outdoors as possible. The real treat comes once a year when Kelly and her family head to their timeshare in Cabo San Lucas!