Erica Mellone, CFP®
Clients choose to work with Erica because of the innovation, empathy and patience she demonstrates in developing genuine relationships built on trust. What this means is she takes the time to understand where her clients are financially and what their goals are, and creates a plan for them by providing personalized strategies. The real benefit is the comfort, trust and security clients can gain by becoming more informed and in control of their financial needs and goals.
Erica’s planning process begins with learning and understanding her clients’ emotions and thoughts, and taking the time to look beyond their finances to discover what is important to them. She then crafts tailored strategies that help accomplish her client’s unique intentions and goals. Erica has created a focus in empowering single women who have experienced life changes such as a divorce or the loss of a husband. She takes the time to break down the process to ensure they understand each step, and is able to easily connect with these women at a time when they need guidance.
Erica is a financial planner with Centinel Financial Group, LLC. She entered the financial services industry after graduating from Westfield State University with a Bachelor of Science degree in Economics, a Bachelor of Arts degree in Business Management and a minor in Finance.
Erica supports the Alzheimer’s Association and has been a member of their RunTriRide team for over eight years. She can often be found running in Fenway training for her next Marathon with her rescue dog, Luca. Erica also serves as President of the Boston Young Professionals Association.