Laela Erickson

About Laela Erickson

Society attempts to tell us that happiness is defined by what we can amass over our lifetime in terms of wealth and possessions. This is not my philosophy. I believe that happiness and success is unique and defined by you. It is my mission to help you uncover what both of these mean to you and walk alongside you as your financial partner to help you pursue it. Every day, I execute my mission by building meaningful relationships and providing financial guidance to my clients and those they care about. I take time to fully understand the values my clients live by and help them identify what’s most important. Working together, I use a process that helps manage wealth and risk so that you can aspire to a work-optional lifestyle.

Experience

1. Director, Financial Planning

   Edelman Financial Engines

   Jun 2024 — Present · Bellevue, WA, US

   Balancing an analytical brain with a compassionate heart, I\'ve spent over 4 years as a financial planner, dedicated to guiding clients through their financial journey with warmth, care, and a sprinkle of humor. I thrive on helping clients conquer their financial fears, set ambitious goals, and navigate the path to a brighter financial future. My greatest value add to my clients include retirement and income tax planning, legacy and estate planning, and tax-efficient generosity strategies.© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C, a federally registered investment advisor. Results are not guaranteed. AM29•••83.

Education

• Century College

  Associate of Science (AS), Electrical Engineering

  1999 — 2001

• Metro State University

  Major: Individualized, Business - Minor: Project Management

  2010 — 2012

• Kaplan Real Estate Education

  Real Estate Licensed Professional, Real Estate

  2014 — 2015

Skills

• Marketing
• Project Planning
• Analysis
• Ninja Skills
• Event Management
• Business Process
• Process Improvement
• Crew Scheduling
• Strategic Communications
• Databases
• Change Management
• Marketing Strategy
• Group Instruction
• IT Management
• Meeting Facilitation
• Business Process Improvement
• Vendor Management
• Business Analysis
• Mentoring
• Resource Allocation
• Management
• Team Building
• Budgets
• Program Management
• Business Intelligence
• Leadership
• Integration
• Strategic Planning
• Direct Sales
• Job Scheduling
• Project Management
• Team Leadership
• Time Management
• IT Strategy
• Coaching
• Training
• Estimating