Erica Traulsen

Utilizing her strong philanthropic background and inquisitive nature, Erica Traulsen builds trust-based relationships that allow her to work closely with clients. She is dedicated to rigorously advocating for her clients and helping them achieve their goals.

Erica holds two bachelor's degrees from California State University as well as a master’s degree from Roosevelt University. She is fluent in French and spent time studying abroad in Paris. In addition to her Series 7 (General Securities Representative) license, she holds a Series 66 (Uniform Combined Investment Adviser and Securities Agent State Law) license. Her professional experience includes B2B sales, speech coaching, and executive support.

An active member of her local professional community, Erica is on the board for the Financial Planners Association of Northern California as the Director of Membership, and she holds the position of Secretary for the Real Estate Committee at the University Club atop Symphony Towers, where she also serves on the Membership Council. She enjoys volunteering with the Financial Planners Association’s Pro Bono Program and the San Diego Zoo Wildlife Alliance.

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