Safran Wealth Advisors, LLC is a fee only financial planning and wealth management firm.
We provide professional portfolio management and personalized financial planning to achieve our clients long and near term goals. We help you meet your financial goals by placing your interests first. and delivering expert, unbiased financial advice.
With over 20 years experience, Erika has guided her clients through all market cycles. As a financial expert, she frequently speaks to groups and educational institutions about retirement planning and making successful life changing decisions. She appeared on CNBC, CNN, CBS, PBS as well as BBC News and has been interviewed by various national and local publications including Business Week and New York Times, Doctors Digest. Erika has published articles in Nurses Advance Magazine and FPA consumer website.
Erika is an adjunct faculty member in the CFP program at Baruch College, and a board member of the NY Chapter of the Financial Planning Association and member of the Financial Women's Association.
At Safran Wealth Advisors we have a fiduciary responsibility to place our clients’ interests first, delivering professional,unbiased advice. Safran Wealth Advisors is a SEC Registered Investment Advisor.