Find the Certified Financial Planner™
Who's right for you.

Erika Safran, CFP®

Safran Wealth Advisors, LLC

641 Lexington Ave
14th Fl
New York, NY 10022
Phone: (212) 328-9530
Fax: (212) 202-7828

Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.