Erika Wolek

Erika Wolek, CFP®, AWMA®

Senior Financial Planning Consultant
Direct: 312.477.3160

Erika strives to enhance the financial well-being and quality of life for our clients by ensuring that their financial plans are efficient and aligned with their goals. She works hand in hand with our advisor team and clients to form the foundation for a long, meaningful relationship that evolves with the needs of our clients.

Erika is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Wealth Management Advisor (AWMA®). She earned her bachelor’s degree in music from University of Miami and her master’s degree in music from Indiana University. Before joining our team, Erika worked with financial advisors at UBS Financial Services to provide affluent clients with comprehensive planning strategies for retirement, education, asset allocation, risk management, charitable giving, and estate planning.

Erika lives in Palm Beach Gardens with her husband and son.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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303 E Wacker Drive, Suite 2103
Chicago, IL 60601
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