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Erica Adolfsson, Financial Advisor serving the San Jose, CA area - Ameriprise Advisors

Erica Adolfsson

Financial Advisor

Raegen, Parker and Associates
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
408.715.3910
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Charitable Giving
  • Investment Management
  • Insurance
  • Women's Financial Strategies

Education

  • B.A Markets & Culture, Southern Methodist University
  • B.A Anthropology, Southern Methodist University

Interests

I enjoy spending time with my husband, young son, and our Yorkie-Poo. My hobbies include travel, skiing, golf, and horseback riding.