Erin A.F. McCloskey, CFP®, EA, MBA
It is my job to get to know you; your goals, important people in your life, what's important to you and what financial hopes and fears you may have. I will do research and analysis and use all my resources to find suitable solutions that will benefit you. I will present options, answer your questions and you will be equipped to make the best decision for your plan.
I am a CERTIFIED FINANCIAL PLANNER™ professional and a representative of Cetera Financial Specialists LLC. I am a fiduciary, which means I must keep your best interests ahead of my own in the course of working together. I also hold financial registrations, and those for Life and Long Term Care insurance. Finally, I am a tax professional, with the IRS Enrolled Agent designation. I do tax prep and filing through www.McCloskeyTaxPrep.com .
Personally, I am a Montana native and have been in the SF Bay Area since 2004. I am married with two young daughters.
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Broker-Dealer, Knowledgeable team
Cetera Financial Specialists LLC is a broker-dealer and investment advisor to approximately 1,200 financial professionals nationwide (including Serenity Wealth Partners), representing total assets under administration of more than $18 billion.
Their founding principle is to be of service to others.
Founded in 1981, they are headquartered in Schaumburg, Illinois.
The team at Cetera provides guidance, support and oversight to Erin to make sure you have great service and your options are suitable for your specific needs and preferences.
Dimensional Fund Advisors
Dimensional Funds Advisors use economic theory and financial science and research to create portfolios that reflect a trust in the efficiency of the markets.
"Our portfolio managers and traders seek to balance costs against expected returns and diversification."
A diversified portfolio does not assure a profit or protect against loss in a declining market.