Erica Gambardella, CFP®, CPFA
Wealth Management Advisor
As a financial advisor for Schwartz, Gambardella & Associates, Erica focuses on in-depth planning strategies and exercises a goals-based wealth management process. She evaluates each client's needs and goals, while capturing the priority level of each. Based on risk tolerance and these target objectives, a customized wealth management strategy is created. Erica utilizes Merrill’s advanced platforms and technology to review the progress of every portfolio. Her service-focused approach enables clients to concentrate on their priorities at every stage of their lives.
Erica graduated from Villanova University in May 2014 with her B.B.A. in Marketing and Real Estate. She is a CERTIFIED FINANCIAL PLANNER™ CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc to those who complete its rigorous coursework and requirements.
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.
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.
