Erica Feldblum, AIF®, CFP®

Plan Consultant
Participant Communications Specialist

Prior to affiliating with Dietz & Lynch Capital, Erica co-founded and served as managing partner of Participant Level Advice Network (P.L.A.N.), a Registered Investment Advisory firm, that provided investment advice and financial planning services to individuals in participant directed retirement plans such as 401(k), 403(b) and 457 plans. Erica and her firm are positioned as industry leaders at providing advice to all participants in the workplace and a force in changing the way plan sponsors approach their fiduciary responsibilities to their employees.

Erica’s 15 years of experience as founder and principal of EF Financial, a Boston based financial planning firm, and her prior 7 years of experience at various Banking Institutions have prepared her to step in to the role of Investment Fiduciary Advisor to help the next generation navigate the reality of retirement without a company pension.

Erica, a graduate of University of Massachusetts earned her Certified Financial Planner™ designation in 1998. She is also involved in several non-profit organizations including Youth Villages at Germaine Lawrence and is the Director of Government Relations and board member of the Financial Planning Association of Massachusetts.