Erica L. Feldblum,  CFP<sup>&reg;</sup> - Financial Advisor

Erica L. Feldblum, CFP®

President & Chief Executive Officer

EF Financial

18 Main St, #1
Charlestown, MA 02129
FINANCIAL ADVISOR'S WEBSITE
(617) 723-7735

General

Erica Feldblum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EF Financial in Charlestown, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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