Broker Check

Team

 

Howard Erman, CFP®, CRC, EA

President & Founder

(562) 546-6021

(562) 596-6024

Howard Erman is a Certified Financial Planner (CFP), a Certified Retirement Counselor (CRC), an Enrolled Agent (EA), a Registered Representative, President of Erman Retirement Advisory, and a Branch Manager with Cetera Advisor Networks...

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Jill Sterling-Erman

Director of Operations

(562) 546-6021

(562) 596-6024

Jill Sterling-Erman is our Director of Operations. Jill has had her securities registration for 23 years. In addition, she is a licensed Marital and Family Therapist and a Board Certified Art Therapist. Jill's success is based upon...

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Daniela Villegas

Co-Director of Operations & Client Service Manager

Daniela is the Co-Director of Operations & Client Service Manager for Erman Retirement Advisory. She brings over 8 years of administrative experience in office management, human resources, marketing, and financial operations. Since...

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Christine Moore

Client Service Manager

Christine joined us as a Client Service Manager in 2017. She is a registered representative with Cetera Advisor Networks. She comes to us with over 30 years of experience in the financial industry and customer service. After 20 years...

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Suzi Meinke

Bookkeeper

(562) 546-6021

(562) 596-6024

When it comes to paying the bills and managing the payroll, Suzi Meinke is our firm’s bookkeeper and accountant. With over 30 years of accounting industry experience, she not only worked for a CPA office for 27 years but also started...

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Mitchel Katz-Winnick

Financial Services Intern

Mitchel is the Financial Services Intern for Erman Retirement Advisory. He is part of the graduating class of 2023 at Chapman University. He is currently pursuing his B.S. in Business Administration with a focus on Finance. He is a...

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