Daniela Fricke & Kelly Erickson - Raymond James

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Daniela Fricke and Kelly Erickson are financial advisors based in Newport Beach, California, affiliated with Raymond James. They provide a range of financial planning services, including investment management and retirement planning, tailored to meet the needs of their clients. Their practice focuses on helping individuals and families navigate their financial journeys and achieve their long-term goals. With a commitment to personalized service, they aim to build lasting relationships with their clients in the local community.

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