Partner
Erica Coogan has been helping clients manage their business and personal wealth since 1998. As a partner with Moss Adams Wealth Advisors, she provides personal financial planning, investment consulting and insurance management analysis. She focuses on coordinating all stages of financial planning including the areas of investments, insurance, tax, estate and retirement.
Erica is the Moss Adams Wealth Advisors Portfolio Management Team chair and is a member of the Personal Financial Planning technical discipline group at the firm level. Her primary focus is working closely with high net worth families and closely held business owners.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
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Chair, Moss Adams Wealth Advisors’ Portfolio Management Team
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Member, Moss Adam Wealth Advisors’ Personal Financial Planning technical discipline group
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Named Best in Client Satisfaction, Seattle Magazine, Five years, 2007-2011*
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Founding Member, King County Boys & Girls Club’s InfluenceHer program
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Member, Symphony Guild benefiting Seattle Children’s Hospital, Chair of Finance, 2002-2008
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
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CFP® practitioner; CERTIFIED FINANCIAL PLANNER TM
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FINRA/NASAA, Series 7, 63 and 65 licensed
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Life Insurance licensed
EDUCATION
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Bachelor of Science, Communications, University of Arizona, magna cum laude
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Graduate, Certified Fund Specialist, Institute of Business and Finance, San Diego
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Graduate, Personal Financial Planning, Metropolitan State College of Denver