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Erica Gargol, CFP®, ChFC®, CDFA®, CFS®

Erica Gargol, CFP®, ChFC®, CDFA®, CFS®

Partner-Wealth Advisor

As a CERTIFIED FINANCIAL PLANNER™ Professional, I understand the unique challenges the future may bring. My focus is on helping clients navigate a full spectrum of investment and planning strategies, from retirement planning to crafting financial plans incorporating tax-efficient strategies. I approach this through a comprehensive planning strategy grounded in my core beliefs of communication, integrity, honesty, and hard work. I've been with LPL Financial since 2003, joining the Stratos Wealth Partners team in 2016.

I earned a B.A. in Marketing from Arizona State University and soon after obtained my licenses to become a Financial Advisor. Over the years, I've continued to deepen my knowledge of the financial markets while serving others. In addition to the required registrations for investing on behalf of my clients, I also hold the prestigious CFP® designation. To maintain this certification, I adhere to rigorous professional standards and uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

As of 2021, I've achieved the Certified Divorce Financial Analyst® (CDFA) designation. A CDFA is trained to provide financial advice on divorce cases and educate clients on the financial implications of different divorce settlement proposals. This certification involves successfully completing exams, continuing education, and a commitment to uphold the Institute for Divorce Financial Analysis' Code of Ethics and Professional Responsibility. 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.
When not working with clients, I dedicate my time to my family. My husband, Ryan, and I enjoy watching our three children (Blake, Tyler, and Weston) participate in sports and school activities. I also enjoy running, traveling, fine wine, organizing and running financial workshops within my church, and being actively involved in the Junior Achievement Program in the Paradise Valley School District.


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