Erika Wolek
CFP®
Senior VP, Financial Planning
“I help people make thoughtful financial decisions in the midst of real life. Many of my clients are navigating transitions, opportunities or moments of uncertainty, and want a clear plan that reflects what actually matters to them.”
Erika’s approach is straightforward: understand the person first, then build a financial strategy around their priorities. Conversations are candid, collaborative and designed to give clients a sense of direction, whether they are managing growth, planning ahead, or simply trying to feel more organized and in control.
As a Certified Financial Planner™ professional, Erika works across the full range of financial planning, including investments, risk management, tax-aware strategies and long-term planning. She tailors her work to each client rather than relying on a standard formula.
Clients value Erika’s ability to explain complex decisions in a way that feels grounded and practical. She brings a calm, steady presence to conversations that can otherwise feel overwhelming, helping clients move forward with clarity and confidence.
Erika began working with our team in 2018 and transitioned with us from Cohen Financial Management of Raymond James to Cohen Capital. At Raymond James, she was a member of the firm’s Longevity Advisory Board, dedicated to staying up to date on the latest advances in retirement and longevity planning. Previously, she was a financial advisor and wealth planning analyst at UBS Financial Services.
Designations and Licenses
CERTIFIED FINANCIAL PLANNER® certification
Education
BM, vocal performance, University of Miami
MM, vocal performance, Indiana University
More About Erika
Before she entered the financial industry, Erika was an opera singer.
Originally from Wellington, Florida, she lives in Palm Beach Gardens, Florida, with her family.
She enjoys playing tennis and attending concerts. She is a member of the Ladies Guild of the Palm Beach Symphony.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.