Certified Financial Planner™
CurrentRegistered Representative offering securities through American Portfolios Financial Services, Inc. Member: FINRA, SIPC
Oct 2020 - Present
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Erica Smith, Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™
at
Ocean Crest Wealth Management
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
CERTIFIED FINANCIAL PLANNER™
Location
Palm Beach Gardens, Florida, United States
Who is Erica Smith, Cfp®? Overview
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Quick answer
Erica Smith, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Ocean Crest Wealth Management, based in Palm Beach Gardens, Florida, United States. AeroLeads shows a matched LinkedIn profile for Erica Smith, Cfp®.
Erica Smith, Cfp® previously worked as Independent Health, Life, LTC, and Medicare Broker at Financial Insurance Group Of The Palm Beaches and Registered Financial Assistant at Osaic. Erica Smith, Cfp® holds Bachelor Of Science (B.S.), Marketing from Florida State University - College Of Business.
Company email context
Email format at Ocean Crest Wealth Management
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Ocean Crest Wealth Management
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Profile bio
About Erica Smith, Cfp®
Specialties: Providing my clients with the education and choice of products to suit their individual needs.
Current workplace
Erica Smith, Cfp®'s current company
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5 roles
Erica Smith, Cfp® work experience
A career timeline built from the work history available for this profile.
Independent Health, Life, Ltc, And Medicare Broker
Specialties: Medicare Supplements, Medicare Advantage Plans, Long Term Care, Life Insurance, Health Insurance
Registered Financial Assistant
Registered Financial Assistant to Kirk Henderson Financial. Specializing in Retirement Planning.
Jul 2015 - Oct 2020
Marketing Director
- Implementing sales promotional efforts and upcoming promotional plans.
- Coordinating and assisting all advertising for the company and negotiating with print and other media representatives to ensure efficient purchasing of advertising.
- Maintaining involvement in the areas of: marketing, profitability and sales, reporting, purchasing, resale pricing, and inventory.
- Promoting the sales of the Perfect 1864 Vodka through brand awareness in a manner that will optimize the company's market share and savings, improve the company's efficiency, and help achieve the company's mission and.
Apr 2008 - Apr 2015
Office Manager
Financial Realty Group
Apr 2007 - Aug 2007
1 education record
Erica Smith, Cfp® education
FAQ
Frequently asked questions about Erica Smith, Cfp®
Quick answers generated from the profile data available on this page.
What company does Erica Smith, Cfp® work for?
Erica Smith, Cfp® works for Ocean Crest Wealth Management.
What is Erica Smith, Cfp®'s role at Ocean Crest Wealth Management?
Erica Smith, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at Ocean Crest Wealth Management.
Where is Erica Smith, Cfp® based?
Erica Smith, Cfp® is based in Palm Beach Gardens, Florida, United States while working with Ocean Crest Wealth Management.
What companies has Erica Smith, Cfp® worked for?
Erica Smith, Cfp® has worked for Ocean Crest Wealth Management, Financial Insurance Group Of The Palm Beaches, Osaic, Legacy Imports, Inc. - Perfect Vodka, and Financial Realty Group.
How can I contact Erica Smith, Cfp®?
You can use AeroLeads to view verified contact signals for Erica Smith, Cfp® at Ocean Crest Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Erica Smith, Cfp® attend?
Erica Smith, Cfp® holds Bachelor Of Science (B.S.), Marketing from Florida State University - College Of Business.
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