Erica Adolfsson
Financial Advisor, Financial Planning Specialist @Ameriprise Financial Services, LLC
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WORK HISTORY
Financial Advisor, Financial Planning Specialist @Ameriprise Financial Services, LLC
San Jose, CA, US
Adage Advisory, a private wealth advisory practice of Ameriprise Financial Services, LLC.
EDUCATION
Southern Methodist University
B.A. Markets & Culture; B.A. Anthropology
ABOUT ERICA ADOLFSSON
As a team, we believe strong relationships are the foundation of success, and we take pride in truly getting to know our clients. Trust is at the core of every financial partnership, which is why we are committed to providing personalized service that empowers our clients with confidence in their financial future. To make this possible, our team fosters an open, collaborative environment focused on continuous learning and staying ahead of industry changes.What I find most rewarding, though, is connecting with clients on a personal level. I enjoy hearing their stories, learning about their families, and understanding what they value most. These close relationships allow me to provide recommendations that are not only thoughtful but also tailored specifically to each client’s unique circumstances and goals. Your success is our success, and we are honored to be a trusted partner in your financial journey.Please visit for important rules and disclosures about how you and I can interact on social media.
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