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Eryka Helsten, Cfp®, Afc® Email & Phone Number

Personal Financial Counselor at Magellan Federal
Location: Scottsdale, Arizona, United States 7 work roles 2 schools
1 work email found @vanguard.com 2 phones found area 801 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email e****@vanguard.com
Direct phone (801) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Magellan Federal
Role
Personal Financial Counselor
Location
Scottsdale, Arizona, United States

Who is Eryka Helsten, Cfp®, Afc®? Overview

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Quick answer

Eryka Helsten, Cfp®, Afc® is listed as Personal Financial Counselor at Magellan Federal, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 801, and a matched LinkedIn profile for Eryka Helsten, Cfp®, Afc®.

Eryka Helsten, Cfp®, Afc® previously worked as Financial Advisor at Vanguard and Financial Advisor Development Program at Vanguard. Eryka Helsten, Cfp®, Afc® holds Bachelor'S Degree, Personal Financial Planning, 3.87 from Utah Valley University.

Company email context

Email format at Magellan Federal

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*@vanguard.com
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AeroLeads found 1 current-domain work email signal for Eryka Helsten, Cfp®, Afc®. Compare company email patterns before reaching out.

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Profile bio

About Eryka Helsten, Cfp®, Afc®

Hello! I am currently a Personal Financial Counselor. I have attained the CFP® and AFC® certifications. I am a graduate of Utah Valley University with a Bachelor's in Personal Financial Planning. I was highly involved at my school as the PFP Student Association President and a Financial Coach in the Money Management Resource Center.I have several years of experience in the financial industry and have worked as a loan officer, financial coach, and financial advisor. I am passionate about helping others learn how to better their financial circumstances. I love working closely with clients and planning out the best solutions for their financial goals based on their individual needs.

Listed skills include Team Building, Organization Skills, Microsoft Excel, Microsoft Word, and 2 others.

Current workplace

Eryka Helsten, Cfp®, Afc®'s current company

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Magellan Federal
Magellan Federal
Personal Financial Counselor
Scottsdale, AZ, US
Website
magellanfederal.com
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Company profile
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7 roles

Eryka Helsten, Cfp®, Afc® work experience

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

Personal Financial Counselor

Current
Magellan Federal

Phoenix, Arizona, United States

Aug 2024 - Present

Financial Advisor

Vanguard
  • Conducted initial consultations as well as gathered information about the client’s family, goals, occupation, and motivations
  • Documented summaries of client phone calls
  • Created and presented financial plans to clients
  • Maintained financial plans by rebalancing portfolios and updated investor profiles
  • Met with clients on an ad hoc basis to discuss changes in elements of their plan
Jul 2022 - Aug 2024

Financial Advisor Development Program

Vanguard
  • Planned and conducted staff meetings and huddles each month
  • Lead professional development discussions in multiple training sessions
  • Assisted in standardizing procedure documents
  • Coached peers during call observations
  • Created study calendars and best practice guides for exam preparation sessions
  • Rotated through various departments and trained to meet metric expectations
May 2021 - Aug 2023

Financial Coach

Uvu Money Management Resource Center

Orem, Utah

  • Meet with clients to create a budget and offer resources to facilitate their goals
  • Present to various classes on campus about good money management skills
Jan 2020 - May 2021

Client Services Manager

Net Worth Advisory Group

Greater Salt Lake City Area

  • Prepare client asset and allocation paperwork
  • Input client information into Financial Planning Software
  • Maintain client files for client reviews
  • Coordinate the scheduling of client reviews
  • Assist with implementation of SEC compliance standards
Mar 2019 - Feb 2021

Loan Officer

America First Credit Union

Greater Salt Lake City Area

  • Consulted with customers about beneficial products
  • Maintained good relationships with customers through email and phone
  • Collaborated on teams for sales promotions and problem solving
  • Counseled customers about finances and credit management
  • Scheduled follow-up appointments and calls with customers
  • Reached and exceeded expected sales goal of $250,000 each month
Sep 2013 - Mar 2019
Team & coworkers

Colleagues at Magellan Federal

Other employees you can reach at magellanfederal.com. View company contacts →

EK Elisa Kirkhorn Elisa Kirkhorn Colleague at Magellan Federal Washington DC-Baltimore Area, United States View → ST Shania Tazelaar, Ma Shania Tazelaar, Ma Colleague at Magellan Federal San Francisco Bay Area, United States View → KO Kanata Omori, M.A. Kanata Omori, M.A. Colleague at Magellan Federal Fairfax, Virginia, United States, United States View → MA Melissa A Zales, Afc® Melissa A Zales, Afc® Colleague at Magellan Federal Newport, North Carolina, United States, United States View → PP Paola Pereira Vega Paola Pereira Vega Colleague at Magellan Federal Fort Knox, Kentucky, United States, United States View → DC Dave Carter Dave Carter Colleague at Magellan Federal Swindon, England, United Kingdom, United Kingdom View → BS Betsy Sanders Betsy Sanders Colleague at Magellan Federal Norfolk, Virginia, United States, United States View → RM Ryan Mccausland Ryan Mccausland Colleague at Magellan Federal Bethesda, Maryland, United States, United States View → KL Kaitlin Lorey Kaitlin Lorey Colleague at Magellan Federal Olympia, Washington, United States, United States View → RL Ram Limbu Ram Limbu Colleague at Magellan Federal Darlington, England, United Kingdom, United Kingdom View →
2 education records

Eryka Helsten, Cfp®, Afc® education

Bachelor'S Degree, Personal Financial Planning, 3.87

Utah Valley University

Activities and Societies: Minor in Business Management PFPSA President MMRC Financial Coach

High School Diploma

Woods Cross High School
FAQ

Frequently asked questions about Eryka Helsten, Cfp®, Afc®

Quick answers generated from the profile data available on this page.

What company does Eryka Helsten, Cfp®, Afc® work for?

Eryka Helsten, Cfp®, Afc® works for Magellan Federal.

What is Eryka Helsten, Cfp®, Afc®'s role at Magellan Federal?

Eryka Helsten, Cfp®, Afc® is listed as Personal Financial Counselor at Magellan Federal.

What is Eryka Helsten, Cfp®, Afc®'s email address?

AeroLeads has found 1 work email signal at @vanguard.com for Eryka Helsten, Cfp®, Afc® at Magellan Federal.

What is Eryka Helsten, Cfp®, Afc®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 801 for Eryka Helsten, Cfp®, Afc® at Magellan Federal.

Where is Eryka Helsten, Cfp®, Afc® based?

Eryka Helsten, Cfp®, Afc® is based in Scottsdale, Arizona, United States while working with Magellan Federal.

What companies has Eryka Helsten, Cfp®, Afc® worked for?

Eryka Helsten, Cfp®, Afc® has worked for Magellan Federal, Vanguard, Uvu Money Management Resource Center, Net Worth Advisory Group, and America First Credit Union.

Who are Eryka Helsten, Cfp®, Afc®'s colleagues at Magellan Federal?

Eryka Helsten, Cfp®, Afc®'s colleagues at Magellan Federal include Elisa Kirkhorn, Shania Tazelaar, Ma, Kanata Omori, M.A., Melissa A Zales, Afc®, and Paola Pereira Vega.

How can I contact Eryka Helsten, Cfp®, Afc®?

You can use AeroLeads to view verified contact signals for Eryka Helsten, Cfp®, Afc® at Magellan Federal, including work email, phone, and LinkedIn data when available.

What schools did Eryka Helsten, Cfp®, Afc® attend?

Eryka Helsten, Cfp®, Afc® holds Bachelor'S Degree, Personal Financial Planning, 3.87 from Utah Valley University.

What skills is Eryka Helsten, Cfp®, Afc® known for?

Eryka Helsten, Cfp®, Afc® is listed with skills including Team Building, Organization Skills, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, and Phone Etiquette.

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