Cfp® Erica Smith

Erica Smith, CFP®, is a seasoned financial professional with extensive experience in wealth management and insurance brokerage. Currently serving as a CERTIFIED FINANCIAL PLANNER™ at Ocean Crest Wealth Management since October 2020, Erica provides registered representative services in securities through American Portfolios Financial Services, Inc. Additionally, Erica has been an Independent Health, Life, LTC, and Medicare Broker at the Financial Insurance Group of the Palm Beaches since April 2014, specializing in Medicare Supplements and related products. Previous roles include Registered Financial Assistant specializing in retirement planning at Osaic from July 2015 to October 2020, Marketing Director at Legacy Imports, Inc. for seven years, and Office Manager at Financial Realty Group in 2007. Erica holds a Bachelor of Science (B.S.) in Marketing from Florida State University - College of Business.