Erika R Puzik

Erika R Puzik

CFP®, ChFC®, CFS®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

Our Approach:

At Erika Puzik & Associates, we help individuals and their families plan to prepare and transition into retirement with more confidence.

We work with our clients as a coach to create a game plan using retirement and tax strategies to pursue their financial goals.

With 21 years of experience, our guidance and perspective can help give our clients more peace of mind to enjoy today and look to be prepared for tomorrow.

Honored to be recognized in Working Mother

I’m honored to have been named to Working Mother Magazine’s Top Wealth Advisor Moms list for 2020. It’s awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. My No. 1 priority is delivering personalized financial advice to help my clients achieve their goals. I’d like to thank my clients for your trust and for the opportunity to continue working together.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and
credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)