Maria Erickson

CFP®, MBA

Freedom Financial & Business Planning, LLC

Financial Advisor

Maria Erickson

CFP®, MBA

Freedom Financial & Business Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Maria Erickson, CFP®, MBA

Fee Only, Hourly As-Needed, Financial Planner Located in St. Petersburg and Tampa, FL and Serving Clients Nationwide. Investing with me is not a requirement to get planning help!

Maria Erickson is a Tampa, FL fee-only financial planner. Freedom Financial & Business Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Maria Erickson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Maria Erickson is a Fee Only Financial planner serving Tampa and Saint Petersburg. FL.

She is one of the few in the area that offers services on an hourly, as needed basis OR on an on-going basis.

For detailed information including a range of costs you can expect, please visit the website at www.freedomfinancialplan.com.

Maria Erickson is a NAPFA-Registered Financial Advisor and a member of the Garrett Planning Network.

Maria Erickson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
Freedom Financial & Business Planning, LLC  was founded by Maria Erickson, MBA, CFP®.  After 20 years consulting in the financial services industry on the financial needs of couples and individuals as well as helping business owners with business management and planning issues, she recognized the need in the community for independent, objective advice on financial issues.  Advice uniquely delivered on an as-needed basis with a high level of personal service and attention....with absolutely no "product pushing" or hidden or surprise fees.
 
As a member of NAPFA and the Garrett Planning Network, Ms. Erickson has taken the fiduciary oath. Fiduciaries are obligated to act in your best interest with undivided loyalty to you. This includes disclosing how the Advisor is compensated and any corresponding conflicts of interest.
 
Prior to founding Freedom Financial & Business Planning, LLC, Maria has worked as a consultant to leading financial institutions helping to uncover the needs of business owners and the affluent consumers to develop innovative, high quality financial products and services. She also spent a decade providing business, financial and marketing advice to small business owners striving to start-up or expand their companies.

She completed her BA at Southern Illinois University in 1985 and her MBA in 1991 at Central Florida University. She completed CFP® coursework at Boston University.

Ms. Erickson is a member of the Garrett Planning Network, an international affiliation of fee-only financial planners dedicated to serving people from all walks of life on an hourly, as-needed basis.  She is also a DimeSpring knowledge partner.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Maria Erickson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Maria Erickson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Garrett Planning Network - GPN
    Maria Erickson is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

Contact Maria Erickson

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Office Locations:

  • 2202 N. Westshore Blvd.
    Tampa, FL 33609
  • 111 2nd Ave N
    St. Petersburg, FL 33701

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