Erika
Hetzer

Client Onboarding Specialist

Schedule a Meeting

Erika
Hetzer

Client Onboarding Specialist

Schedule a Meeting

Get to Know Erika Hetzer

Erika Hetzer first joined the First Financial Consulting team back in 2011 working as an administrative assistant. She took an extended leave to start a family but has now returned to work as our client onboarding specialist.

Erika Hetzer’s education, experience, and knowledge of various broker and custodian platforms makes her an invaluable resource in this critical area. She is committed to making our clients’ transition to First Financial as easy and seamless as possible.

Erika Hetzer received both her Bachelors in Communications and Masters degree in Organizational Leadership from Azusa Pacific University. Erika and her husband have two lovely daughters.

Get to Know Erika Hetzer

Erika Hetzer first joined the First Financial Consulting team back in 2011 working as an administrative assistant. She took an extended leave to start a family but has now returned to work as our client onboarding specialist.

Erika Hetzer’s education, experience, and knowledge of various broker and custodian platforms makes her an invaluable resource in this critical area. She is committed to making our clients’ transition to First Financial as easy and seamless as possible.

Erika Hetzer received both her Bachelors in Communications and Masters degree in Organizational Leadership from Azusa Pacific University. Erika and her husband have two lovely daughters.

Benefits of Working with First Financial Consulting

We Provide 100% Objective Advice

As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.

We Look at the Whole Picture

We work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.

We Give Advice Whenever You Need It

Our mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it. You’re never stuck paying for services or products you don’t need.

Resources

Financial Blog Posts

October 6, 2022 in Investing & Market Commentaries

Investing During a Market Downturn

Burton Malkiel is a widely respected economist who was trained at Harvard and Princeton University, where he currently teaches, served as dean of Yale School of Management, was a member…
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September 15, 2022 in Investing & Market Commentaries

Economic Commentary | The Inflation Battle Continues

The inflation news is confusing, and we want to take this opportunity to help clarify why. We’ll start with the fact that the Fed is practicing a unique method to…
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