Erica Feldblum, CFP®, has been working in the financial services industry for 27 years. She first embarked on her career in California at Palm Springs Savings Bank prior to her career in Boston at Fleet Bank before founding her own firm, EF Financial. Specializing in helping clients navigate their financial plans and investments, Erica is a securities principal working with financial institutions and holds the following securities licenses through LPL Financial: 7, 24, 63, 66.
Away from the office, Erica spends time chasing after her two dachshunds, Frank and Beans, and rooting for the Patriots and Red Sox with close friends. One of her favorite escapes is to Cape Cod, along with those found between the pages of a book. An avid reader, Erica also explores her creativity through cooking. In fact, if she wasn't invested in her career as a CFP®, Erica would likely have pursued restaurant ownership or life as a sommelier.
Known by her clients for her happy attitude, intelligence, kindness, and professional pragmatism, Erica emulates lessons learned from her mother and father, who never said a mean thing about anyone and believed in treating others with utmost kindness and compassion.
Her mother also instilled in Erica the values of self-sufficiency and independence. Not surprisingly, Erica is in the drafting stage of a corporate philanthropic mission to assist women with re-entry into the workforce.