Understanding your life priorities is an important part of how we work with the clients we serve. It’s not just about markets and returns, it’s about what matters most to you. We welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations.

Erin Goodrich

Senior Vice President, Wealth Management Advisor

145 South State College Blvd

Suite 300/350

Brea CA 92821

(714) 257.4421

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ProfileRecognitionAbout MeInsightsAbout Merrill

Profile

Erin Goodrich is a Senior Vice President and Wealth Management Advisor who works primarily with business owners and their families.

Erin helps clients understand how their business and personal finances fit together, especially when decisions are complex or interconnected. She has extensive experience working with investments, banking and lending, cash flow planning, tax aware strategies, and evaluating business investment decisions. Her role often involves helping clients think through trade offs and priorities so they can make informed financial choices as their businesses and lives change.

She regularly works with business owners on topics such as liquidity planning, tax planning considerations, and managing both business and personal balance sheets. Erin takes a collaborative approach and frequently coordinates with clients’ CPAs, attorneys, and other advisors to help ensure everyone is working toward the same goals.
She holds a Master of Science in Financial planning and uses her CERTIFIED FINANCIAL PLANNER® professional and her Certified Exit Planning Advisor® (CEPA®) designations to help business clients through all stages of business ownership – from planning for their business to planning how the business fits into their overall estate planning strategy focusing on those things that matter most – the people we love and the life we imagine for ourselves and our families.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Recognition

Forbes "Best-in-State Wealth Management Teams", 2025-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

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About Me

Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.**Your approach to investing**Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you \- to understand your goals and priorities. These questions will help us provide you with additional insights and resources.**Understanding your goals and priorities**Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one\-on\-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On

I believe that financial success can be achieved when you're able to make investment\-related decisions and trade\-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:* Health: Managing healthcare expenses, now and in the future* Home: Upsizing, downsizing, remodeling or buying a vacation home* Family: Taking care of your family and other people in your life* Leisure: Spending your free time in meaningful ways* Giving: Volunteering, mentoring others and giving to charities* Work: Working in retirement, selling or starting a business* Finance: Bringing it all together and defining your financial goalsSuccess will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.*This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.*

Insights

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About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.