Maria T. Erickson
FREEDOM FINANCIAL & BUSINESS PLANNING
SAINT PETERSBURG, FL
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CRD#: 5726354
Professional summary
Maria Therese Erickson, CFP® is a registered financial advisor currently at FREEDOM FINANCIAL & BUSINESS PLANNING, LLC located in Saint Petersburg, Florida.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Maria has worked at 1 firm .
Biography
Freedom Financial & Business Planning, LLC was founded by Maria Erickson, MBA, CFP®, who after 15 years helping business owners with business management and planning issues and consulting in the financial services industry, recognized the need in the community for independent, objective advice on financial issues delivered with a high level of personal service and attention.
Prior to founding Freedom Financial & Business Planning, LLC, Maria worked as a consultant to leading financial institutions helping to uncover the needs of business owners and the affluent consumers to develop innovative, high quality financial products and services. She also spent a decade providing business, financial and marketing advice to small business owners striving to start-up or expand their companies.
She completed her BA at Southern Illinois University in 1985 and her MBA in 1991 at Central Florida University.
Maria is also a member of both the Financial Planning Association and the Garrett Planning Network, an international affiliation of fee-only financial planners dedicated to serving people from all walks of life on an hourly, as-needed basis.
How We Work
Should you be interested in working with us after our complimentary initial discussion, we will give you an estimate, up-front, of the expected fee and will not go over that level without your permission.
You can choose how much we do for you. You can implement the plan yourself or we can implement it for you.
We can work together in person, by phone or via email.
Annual check-ups are recommended, but not required.
We do not accept commissions or third-party compensation for our recommendations, so all advice provided is rendered conflict-free.
Question & Answer
What are your service offerings?
Business Succession Planning
Retirement Planning
Tax Planning
Insurance Planning
Investment Planning
Socially Responsible Investing
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Retirement Income Management
Social Security Planning
Do you have an area of expertise or specialization?
Entrepreneurs
Hourly
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Maria Therese Erickson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
January 4, 2010 - Present
FREEDOM FINANCIAL & BUSINESS PLANNING, LLC
RIA
CRD#: 151833
SAINT PETERSBURG, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/4/2010)
Exams
Current Firm
FF
FREEDOM FINANCIAL & BUSINESS PLANNING, LLC
FREEDOM FINANCIAL & BUSINESS PLANNING, LLC
CRD#: 151833 / SEC#:
Florida
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Contact information
Main Address
Saint Petersburg, FL
Mailing Address
Phone number
(727) 527-0565
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
FREEDOM FINANCIAL & BUSINESS PLANNING, LLC
CRD#: 151833Saint Petersburg, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
