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

May 4, 2023 in Investing & Market Commentaries, Retirement & Freedom

Retirement Income in a Down Market

Whenever the stock market takes a dive or seems to be stalled after a dive, the sharks come out, offering various retirement income solutions. These are almost always sales hype to…
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March 28, 2023 in Investing & Market Commentaries

Economic Commentary – How Fragile Are The Banks

The failure of Silicon Valley Bank and the simultaneous troubles afflicting First Republic Bank and now Credit Suisse can’t help but call into question the strength of our banking system.…
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