Ericka de la Paz
LPL Financial Advisor
Contact
Flagship Financial Group
Located at American Airlines Federal Credit Union
6205 Blue Lagoon Drive, Suite 100
Miami, FL 33126
(305) 870-2238 Direct
(877) TEAM FFG
Ericka.delaPaz@AACreditUnion.org
Send me a messageI have built my practice using creative wealth transfer and retirement income strategies to complement my clients’ investment portfolios. In addition to offering investment advice, I can also act as a full service advisor and fiduciary, helping my clients develop strategies for cash management, insurance coverage, and investment planning. I know there are options when it comes to working with a financial advisor. But I also know that I can provide a level of service and understanding that is hard to find with other financial professionals.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Contact Ericka de la Paz for a no-cost, no-obligation consultation.
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Accreditations & Services
- 401(k) planning
- Wealth management
- Wealth preservation
- General investment management
- Education funding
- Comprehensive financial guidance
- Retirement planning
- Retirement income planning
- Tax-advantaged investment planning1
- Insurance planning
1 Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither LPL Financial nor any of its representatives may give legal or tax advice.
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CRC conferred by InFRE®
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CHARTERED RETIREMENT PLANNING COUNSELOR® and CRPC® are registered service marks of the College for Financial Planning®.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. American Airlines Federal Credit Union and Flagship Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagship Financial Group, and may also be employees of American Airlines Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Airlines Federal Credit Union or Flagship Financial Group. Securities and insurance offered through LPL or its affiliates are:
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