Skip to content
Daniela Fricke & Kelly Erickson
Menu
Home
About Us
About Us
Daniela Fricke
Kelly Ann Erickson
Melissa Phillips
Our Investment Philosophy
Why Work With a CFP
About Raymond James
Who We Serve
Who We Serve
Families & Individuals
Retirees
Women Investors
Pre-Retirees
How We Serve
How We Serve
Our Process
Banking and Lending Solutions
Estate, Charitable Giving & Trust
Financial Planning
Fixed Income Services
Investment Strategies
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Client Access Videos
Contact Us
Contact Us
Refer Us
Second Opinion
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Newport Bch CA-3AE
660 Newport Center Dr
Ste 570
Newport Beach, CA 92660-8040
T: 949.640.9760
F: 949.640.9763
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Economy & Policy
Estate & Giving
Family & Lifestyle
Financial Planning
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Business Owners
Economy
Education
Fixed Income
Goal Planning
Housing
Investment Strategy
Longevity Planning
Retirement Planning
Women
Media
Article
Audio
Calculator
Checklist
Commentary
Document
Infographic
Newsletter
Video
Webinar
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Watch Video
Retirement & Longevity
7 ways to boost your savings
Discover smart options to grow your savings.
Read
Retirement & Longevity
Load more
Load more