Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™
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Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ Email & Phone Number

Helping 401(k)/403(b) plan committees EXPECT MORE and gain confidence they’re doing the right things with 3 essential ingredients. at Strategic Retirement Partners
Location: Rancho Palos Verdes, California, United States 5 work roles 2 schools
2 work emails found @srpretire.com 1 phone found area 310 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email e****@srpretire.com
Direct phone (310) ***-****
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Current company
Strategic Retirement Partners
Role
Helping 401(k)/403(b) plan committees EXPECT MORE and gain confidence they’re doing the right things with 3 essential ingredients.
Location
Rancho Palos Verdes, California, United States
Company size
77 employees

Who is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™? Overview

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Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ is listed as Helping 401(k)/403(b) plan committees EXPECT MORE and gain confidence they’re doing the right things with 3 essential ingredients. at Strategic Retirement Partners, a with 77 employees, based in Rancho Palos Verdes, California, United States. AeroLeads shows a work email signal at srpretire.com, phone signal with area code 310, and a matched LinkedIn profile for Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™.

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ previously worked as Managing Director at Strategic Retirement Partners and Author at 8 Signs Your 401(K) Plan Is Underserviced By Your Advisor And How You Can Expect More. Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ holds Master Of Business Administration (M.B.A.), Business Management from Rochester Institute Of Technology.

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Email format at Strategic Retirement Partners

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*@srpretire.com
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AeroLeads found 2 current-domain work email signals for Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™. Compare company email patterns before reaching out.

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Profile bio

About Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™

I help retirement plan sponsors anchor their benefit package with an exceptional retirement plan complimented with ancillary programs to enhance each employee’s organizational citizenship and financial wellbeing. Specialists on our local SRP WELLth team help people with money questions in need of a plan and a pilot to help navigate today and tomorrow’s financial challenges with poise.I am most fulfilled when I can grow my business while impacting people’s lives, play the piano (poorly) while my kids sing and dance, and enjoy an Old Fashioned to celebrate any day ending in “y”.Since 2008, I have also volunteered as a coach with the U.S. Youth Volleyball League (U.S.Y.V.L) teaching boys and girls ages 7-15 the importance of teamwork and good sportsmanship along with basic volleyball skills. In 2018, I joined the Board of Directors with the U.S.Y.V.L. and enjoy contributing to the leadership and growth of the non-profit I've been involved with for over a decade.Please feel free to contact me at erinh@srpretire.com or 866-777-4015 x762 You can also check out our website srpretire.com to request an advisor proposal, find timely information on our resources page or to learn more about me and my colleagues.This information is intended for use only by residents of CA, CO, MO, NY, SC, TX, and WI only. Insurance licensed in the following states: CA (Insurance Lic. # 0H71962) and SC. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Listed skills include Retirement Plan Consulting, Retirement Planning, Retirement Savings, Wealth Preservation Planning, and 12 others.

Current workplace

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s current company

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Strategic Retirement Partners
Strategic Retirement Partners
Helping 401(k)/403(b) plan committees EXPECT MORE and gain confidence they’re doing the right things with 3 essential ingredients.
united states
Website
srpretire.com
Employees
77
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Company profile
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5 roles

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Strategic Retirement Partners

Greater Los Angeles Area

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or… Show more Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.srpretire.com. Show less

Jun 2019 - Present

Author

8 Signs Your 401(K) Plan Is Underserviced By Your Advisor And How You Can Expect More

Los Angeles, California, United States

Wrote, edited, and published this book (ebook) available on Amazon.I embarked on writing this book to enlighten plan sponsors about the three types of advisors that service retirement plans and to describe what great service looks like when working with a specialist who can help elevate the plan while keeping costs reasonable. I want to inspire people to stop accepting the status quo and help them EXPECT MORE from their advisor and for their plan and participants.… Show more Wrote, edited, and published this book (ebook) available on Amazon.I embarked on writing this book to enlighten plan sponsors about the three types of advisors that service retirement plans and to describe what great service looks like when working with a specialist who can help elevate the plan while keeping costs reasonable. I want to inspire people to stop accepting the status quo and help them EXPECT MORE from their advisor and for their plan and participants. https://401kexpectmore.com/ Show less

Feb 2021 - Dec 2021

Vice President - Investment Officer

Wells Fargo Advisors

Rolling Hills Estates, Ca

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

Dec 2012 - Jun 2019

Sales Director

Massmutual Financial Group (Mml Investor Services, Llc)

Century City, Ca

Wholesale MassMutual's Unique Retirement Plan Platform Through a Network of Financial Advisors. Grow Brand Awareness, Generate Proposals, Present to Plan Sponsors, Organize and Present at Quarterly Seminars, and Compete to Win Business.

Apr 2011 - Dec 2012

Financial Advisor Channel Representative

Paychex

Los Angeles, Ca

Networking with the Financial Advisor community in Southern California to build strong reciprocal referral relationships in starting or converting 401(k) plans to the Paychex Recordkeeping service.

Dec 2001 - Feb 2011
Team & coworkers

Colleagues at Strategic Retirement Partners

Other employees you can reach at srpretire.com. View company contacts for 77 employees →

EC Elizabeth Cullen Elizabeth Cullen Colleague at Strategic Retirement PartnersShorewood, Illinois, United States View → JC Jeffrey Cullen Jeffrey Cullen Colleague at Strategic Retirement PartnersShorewood, Illinois, United States View → LU Lila Upshaw Lila Upshaw Colleague at Strategic Retirement PartnersGreater Chicago Area, United States View → SL Stacy League Stacy League Colleague at Strategic Retirement PartnersAustin, Texas, United States View → GD Gus Dodge Gus Dodge Colleague at Strategic Retirement PartnersUnited States View → CD Craig Dewey Craig Dewey Colleague at Strategic Retirement PartnersWilliamsburg, Virginia, United States View → TW Todd White, Cfp® Todd White, Cfp® Colleague at Strategic Retirement PartnersSan Francisco, California, United States View → SR Sarina Ramchandani Sarina Ramchandani Colleague at Strategic Retirement PartnersCheshire, Connecticut, United States View → CC Cheryl Castillo Cheryl Castillo Colleague at Strategic Retirement PartnersMilwaukee, Wisconsin, United States View → KM Kevin Mccarty Kevin Mccarty Colleague at Strategic Retirement PartnersGreater Chicago Area, United States View →
2 education records

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ education

Bachelor Of Science (B.S.), Business Administration

Rochester Institute Of Technology

Activities and Societies: Volleyball Captain

FAQ

Frequently asked questions about Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™

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What company does Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ work for?

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ works for Strategic Retirement Partners.

What is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s role at Strategic Retirement Partners?

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ is listed as Helping 401(k)/403(b) plan committees EXPECT MORE and gain confidence they’re doing the right things with 3 essential ingredients. at Strategic Retirement Partners.

What is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s email address?

AeroLeads has found 2 work email signals at @srpretire.com for Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ at Strategic Retirement Partners.

What is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s phone number?

AeroLeads has found 1 phone signal(s) with area code 310 for Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ at Strategic Retirement Partners.

Where is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ based?

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ is based in Rancho Palos Verdes, California, United States while working with Strategic Retirement Partners.

What companies has Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ worked for?

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ has worked for Strategic Retirement Partners, 8 Signs Your 401(K) Plan Is Underserviced By Your Advisor And How You Can Expect More, Wells Fargo Advisors, Massmutual Financial Group (Mml Investor Services, Llc), and Paychex.

Who are Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s colleagues at Strategic Retirement Partners?

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s colleagues at Strategic Retirement Partners include Elizabeth Cullen, Jeffrey Cullen, Lila Upshaw, Stacy League, and Gus Dodge.

How can I contact Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™?

You can use AeroLeads to view verified contact signals for Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ at Strategic Retirement Partners, including work email, phone, and LinkedIn data when available.

What schools did Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ attend?

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ holds Master Of Business Administration (M.B.A.), Business Management from Rochester Institute Of Technology.

What skills is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ known for?

Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ is listed with skills including Retirement Plan Consulting, Retirement Planning, Retirement Savings, Wealth Preservation Planning, Retirement, Financial Services, Asset Allocation, and Financial Advisory.

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