Erika Safran

Erika Safran

Safran Wealth Advisors, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Principal

Offering advice since: 1986

Areas of focus:

  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Erika Safran:

Erika Safran, CFP® is a Financial Advisor and Principal at Safran Wealth Advisors, LLC (SWA), a fee only financial planning and wealth management firm. SWA is Registered with the Securities and Exchange commission as a Registered Investment Advisor.

Wealth management is an ongoing collaborative relationship between advisor and client. It includes professional investment management and personalized financial planning to achieve client goals. At SWA we have a fiduciary responsibility to place our clients' interests first, delivering professional, unbiased advice.

With 20 years of experience, Erika provides financial solutions and manages the financial affairs of individuals and small businesses. Prior to founding SWA, Erika was a partner at Financial Asset Management Corp.

In addition to SWA, Erika is an adjunct faculty member in the Certified Financial Planners program at Baruch College. An advocate of financial literacy, Erika has lectured for UBS, KPMG, The New School, and The 92nd St. Y. As a member of the Financial Planning Association Pro Bono committee, Erika regularly presents seminars at nonprofit events on personal financial planning topics. She is a regular speaker for AARP, the New York Business Library education series, and the Wi$e Up series for Women, sponsored by the U.S. Dept. of Labor. Erika was also honored to be a guest speaker at the 2002 Investment Expo.

As a financial expert, Erika has appeared on CNBC, CNN, BBC News, The Early Show on CBS, and That Money Show on PBS. Erika was a regular guest on NY-1's "Ask the Expert" series and participated in E-Trade's "It's Your Money" web cast.

She has been quoted in Investment Advisor, Business Week, Money Magazine, The New York Times, Daily News, and New York Post, as well The Orlando Sentinel and USA Today, and was often featured in Ask The Expert columns series in Newsday. Erika has contributed her financial expertise to financial and investment case studies published in Kiplingers, Financial Planning Magazine, Physician's Personal Advisory, and Doctor's Digest.

Erika is a member of the Financial Planning Association (FPA) and the Financial Women's Association of New York. Her previous professional and community contributions include director of the NY Chapter of the FPA, Vice President of the NY Chapter of American Society of Women Accountants. Erika is a former adjunct faculty member at New York University.

Compensation and Fee Structures:

Fee only.

Licenses, Certifications & Affiliations:

Erika is a Certified Financial Planner practitioner, having earned her Certified Financial Planners degree from the College of Financial Planning.

She received her Bachelor of Science degree from SUNY at Buffalo.

She is a member of the Financial Planning Association (FPA) and the Financial Women's Association. She is a former director of the Metro New York Chapter of the Financial Planning Association, and former Vice President of the American Society of Women Accountants.

Education:

Erika is a Certified Financial Planner practitioner, having earned her Certified Financial Planners degree from the College of Financial Planning.

She received her Bachelor of Science degree from SUNY at Buffalo.

Will provide references upon request?

No

Contact Information for Erika Safran

Phone: (212) 328-9530
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Fax: (212) 202-7828

Address for Erika Safran:
641 Lexington Avenue
14th Floor
New York, NY, 10022

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