As a CERTIFIED FINANCIAL PLANNER™ Professional, Erica understands that the future brings unique challenges. Erica focuses on helping clients with a full spectrum of investment and planning strategies, ranging from retirement planning to crafting financial plans incorporating tax-efficient strategies. She accomplishes this through a comprehensive planning approach based on her core beliefs of communication, integrity, honesty and hard work. Erica has worked with LPL Financial since 2003 joining the Stratos Wealth Partners team in 2015.
Erica obtained a B.A in Marketing from Arizona State University before obtaining her licenses to become a Financial Advisor.
She has continued to increase her knowledge of the financial markets while acting in the capacity of a Financial Advisor. Along with the required registrations to invest for her clients, Erica also holds the prestigious CFP® designation. In order to use the CFP® certification she has met rigorous professional standards and continually adheres to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
Erica Gargol Receives Certified Divorce Financial Analyst® Designation
A CDFA™ is trained to provide financial advice on divorce cases and to educate clients on the financial implications of different divorce settlement proposals. The CDFA™ designation is sponsored by the Institute for Divorce Financial Analysis. Certification requires successful completion of exams within the course of study, continuing education in the field, and commitment to uphold the Institute’s Code of Ethics and Professional Responsibility.
“I’m excited to have attained the CDFA™ designation. The program not only enhanced my understanding of the complex financial issues regarding divorce, but also prepared me to better serve individuals who are either contemplating divorce or building a new life after divorce.”
Divorce cases by their very nature are going to be very intricate when it comes to the finances. There are a lot of moving and complicated parts. Even your standard divorce could use a CDFA. Finances make up 3 of the 4 core parts of divorce – child support, alimony, and equitable division. When dealing with the person who may have been a stay-at-home parent, they may not understand what goes into a 401(k), or a pension plan, or what stocks are. I can step in, show them how to streamline, and how best to put those finances together to benefit them as they go forward from the divorce.
When Erica is not working with her clients, she dedicates her time to her family. She and her husband, Ryan, enjoy watching their three children (Blake, Tyler, and Weston) play sports and participate in their school PTA. Erica enjoys running, traveling, and fine wine. She organizes and runs financial workshops within her church and is very involved in the Junior Achievement Program in the Paradise Valley School District.
About Erica Gargol