Erica Traulsen

About Erica

Erica is dedicated to rigorously advocating for her clients. She works closely with them to help achieve their real estate investment goals, particularly in retirement. Her focus goes beyond income planning to include lifestyle and estate planning goals.

She holds two bachelor’s degrees from California State University and a master’s degree from Roosevelt University. Erica is fluent in French and studied abroad in Paris. She holds a Series 7 (General Securities Representative) license and a Series 66 (Uniform Combined Investment Adviser and Securities Agent State Law) license. Her professional background includes B2B sales, speech coaching, and executive support.

Erica is active in her professional community. She serves on the board of the Financial Planners Association of Northern California as Director of Membership and is Chairperson of the Real Estate Committee at the University Club San Diego. She volunteers with the Financial Planners Association’s Pro Bono Program and hosts free weekend music and story sessions for working parents and their children.

In her free time, Erica enjoys spending time with her family, attending live theater, learning new languages, and traveling.