Erika Lockwood, Financial Advisor located in Santa Rosa, CA

Financial Advisor
Erika Lockwood

CFP®
1625 Terrace Way Suite B, Santa Rosa, CA 95404opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Team Members

  • Mary Farrar
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(707) 575-0209

Fax

(888) 723-8444

Office Address

1625 Terrace Way Suite B
Santa Rosa, CA 95404opens in a new window

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