Our financial advice team

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

Erica Adolfsson

Financial Advisor

Financial Planning Specialist
Raegen, Parker and Associates
10
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

Awards & recognition

  • Raegen, Parker and Associates, Ameriprise Client Experience Award, 2020, 2021, 2023
  • Raegen, Parker and Associates, Forbes Best-in-State Wealth Management Teams, 2025

Interests

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

My photos

4 albums
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Connect with us

Erica Adolfsson may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0I73232

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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