About My Practice
I provide comprehensive financial planning and professional investment advice for individuals, families and businesses.
Our unique and collaborative Dream >Plan >Track>® approach to financial planning starts with your dreams, not just the numbers. When we work together, my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary. I am licensed in the following states: AZ, CA, CO, HI, MN, OR, TX, WA.
Erin Dwyer, CFP®, has been helping people reach their goals as a financial advisor for over 9 years. Raised in Fort Collins, Colorado, Erin attended Colorado State University earning a B.S. (cum laude) in Business Administration with a Concentration in Organizational Management.
Erin then went on to earn her CERTIFIED FINANCIAL PLANNER™ practitioner credential.
An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® and Columbia Management® products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: CA,CO,HI,OR,WA, Health/disability insurance: CA,CO,HI,OR,WA, Fixed annuities: CO,HI,OR,WA, Variable annuities: CO,HI,OR,WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.