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Erica Lubbers, Private Wealth Advisor serving the Pleasanton, CA area - Ameriprise Advisors

Erica Lubbers

CFP®, ChFC®, RICP®

Private Wealth Advisor

Juno Moneta Wealth Advisors

An Ameriprise Private Wealth Advisor

20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor of Arts (B.A.), International/Global Studies - Business Concentration
  • University of Kansas - B.A. Spanish
  • University of Kansas - B.A. Latin American Studies

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2019
  • Ameriprise Outstanding Leader Award, 2012

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

    I feel very fortunate to work in our industry, building relationships & helping people. Greg and I welcomed our daughter, Charlotte, in August of 2017; our son, Remy, in July of 2019; and most likely the final addition, Louis in November of 2021. We love spending time together at home as a family with our little chihuahua, Boomer. We do a ton of cooking, wine is our drink of choice and we are big on getting outside, particularly to enjoy some scenery by bike. We are originally from Kansas and remain loyal fans to our beloved Jayhawks, Chiefs & Royals. Happiness is our main priority in life, so we do what we can to enjoy!