Erica Guerrero, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies

About Erica

The most important lesson I have learned in education and in my own life experience is the time value of money. I believe the services we provide are imperative since I am able to help you provide your family with multigenerational wealth.

My background over the past 11 years has been in finance and accounting. My love for finance started when I was attending college and learned about investing and the ability to grow your own wealth. I owe my hardworking attitude to my parents who taught me that knowledge is power. I also come from a military family, so...

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Texas-Perm BasinMasters

Personal Interests

  • Traveling
  • Cooking
  • Dancing
  • Pets
  • Tennis

Team Members

  • Lisa Glass
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

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