Erin Arellano

Erin Arellano

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Tax Planning Strategies, Financial Planning, Life Insurance, Long-Term Care, Education Planning, Cash

Erin joined the LPL team in January of 2014, bringing over 17 years of experience in the financial planning industry. Erin is dedicated to spending time with her clients and assisting them with their financial planning needs. She takes the time to understand their desires and objectives and takes pride in educating them on suitable strategies to each client's financial goals. Erin graduated from S

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Our Story

Erin joined the LPL team in January of 2014, bringing over 17 years of experience in the financial planning industry.

Erin is dedicated to spending time with her clients and assisting them with their financial planning needs. She takes the time to understand their desires and objectives and takes pride in educating them on suitable strategies to each client's financial goals.

Erin graduated from San Diego State University with a Bachelor's Degree in Business Administration. She holds her Series 7 and Series 66 Securities registrations with LPL Financial.

Erin was born and raised in San Diego and loves spending time with her three children, Zoe, Spencer and Ace.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

CA Insurance License #0E80954

The financial consultants at Summit Wealth Solutions are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC

www.finra.org and www.sipc.org

For a list of states in which I am/we are registered to do business, please visit www.summitwealthsolutions.com

Location

Category

Telephone

Address


9340 FueRoute Drive, Ste 207
La Mesa, CA
91941

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm