Eryka Helsten
Financial Counselor
- Role
- Personal Financial Counselor at Magellan Federal
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Eryka Helsten
Hello! I am currently a Personal Financial Counselor. I have attained the CFP® and AFC® certifications. I am a graduate of Utah Valley University with a Bachelor\'s in Personal Financial Planning. I was highly involved at my school as the PFP Student Association President and a Financial Coach in the Money Management Resource Center.I have several years of experience in the financial industry and have worked as a loan officer, financial coach, and financial advisor. I am passionate about helping others learn how to better their financial circumstances. I love working closely with clients and planning out the best solutions for their financial goals based on their individual needs.
Experience
Personal Financial Counselor
Aug 2024 — Present · Phoenix, AZ, US
Provide ongoing personal financial counseling and management services to Service Members from all branches of the military and their families via video call or in-person. • Assist clients in establishing budgets, spending, and savings plans for goals. This includes planning for pre/post deployments, getting out of debt, improving credit scores, and retirement saving.• Present financial briefings on various financial topics such as: credit, retirement planning, deployment preparation, teens planning for college, savings and investing. Class sizes in these sessions range from 40 – 300 participants. • Research and distribute various resources for financial information and tools to Service Members. Refer and collaborate with other soldier and family support programs when necessary. Record activities and conversations confidentially according to government guidelines.
Education
Woods Cross High School
High School Diploma
2011
Utah Valley University
Bachelor's degree, Personal Financial Planning
2017 — 2021
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