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portrait of Erika L Simonson
FINANCIAL ADVISOR

Erika L Simonson

CFP®, AAMS™
133 Old Wards Ferry Rd Suite J, Sonora, CA 95370opens in a new window
CallSend Me a Message

About Erika

For the longest time, I've had my mind set on becoming a financial advisor. My father has been an advisor with Edward Jones for the past 30-plus years and has shown me what an amazing impact we can have on our community. Whether it's leaving a positive impression with individuals or local organizations, the importance of helping others has been instilled in me for as long as I can remember.

I graduated from California State University of Sacramento with Honors and a Bachelor of Science degree in business administration (finance). I also completed my collegiate career with a minor in...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Business Retirement Plans

Work History

  • University Enterprises IncOctober 2019 to May 2022
  • Edward JonesJuly 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cal State Univ-SacramentoBachelor of Science

Personal Interests

  • Reading
  • Crocheting/Knitting
  • Personal Fitness
  • Baseball
  • Volunteering

Team Members

  • Michelle McQuinn
    Sr. Branch Office Administrator
  • Rhonda Zakarian
    Sr. Branch Office Administrator
  • Haleigh Miguel
    Branch Office Administrator

Send Me a Message

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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 - 01:00PM
Sat Closed
Sun Closed

Phone

(209) 533-1307

Fax

(888) 305-1959

Office Address

133 Old Wards Ferry Rd Suite J
Sonora, CA 95370opens in a new window

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