We bring our clients ideas. We deliver straightforward service. Our clients can always get a hold of us.
Clients hire us to help them make decisions about their money, their assets, their families, and their businesses. You are reading this because your company, employees or family are relying on you to make decisions that will impact their lives over the long- term. Hiring a professional to help with the complexities of designing a company retirement plan or managing your assets is as much of an investment as the portfolio you hold or the assets you accumulate. We want to be the advisor you choose to help with that.
Our founder, Erika, started in the financial services industry in 2010 working for a wealth management firm that provided retirement plan consulting to local businesses and wealth management services for high-net-worth clients. She started the company that became Point Sur Advisors in 2016. Some of the guiding principles are being able to provide investment advice and retirement plan design that are actionable by the client. We are advisors who are accessible to our clients and their other advisors. We work to bring ideas to our clients to solve some of their most pressing financial concerns—whether it’s an ever-changing regulatory environment for retirement plan sponsors or help managing assets to carry on a legacy the next generation. We are affiliated with LPL Financial for its robust wealth management & retirement plan resources. Our membership with RPAG allows us to provide current and relevant guidance to our retirement plan sponsor clients.
We think it will be well worth your time to check us out and see if our firm can help you.
President and Founder
Erika is a financial advisor, retirement plan specialist, and founder of Point Sur Advisors, LLC. She studied economics and graduated with a B.A. in Geology from Pomona College, Claremont. She obtained her MBA from the Orfalea College of Business at CalPoly San Luis Obispo.
Erika’s experience lies in comprehensive financial planning and designing strategies for wealth preservation and growth for individuals and business owners. She works with clients to tailor financial solutions for retirement income, tax efficient investing, insurance, generational wealth transfer, and charitable foundations. Her firm also specializes in retirement plan design and operation for 401(k), profit sharing, and pension plans. Erika holds her Series 7 and 66 securities registrations with LPL Financial in addition to her CA & NY insurance licenses. She is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Plan Specialist (CRPS®).
Prior to founding Point Sur Advisors, she was Vice President at an independent wealth management firm where she managed qualified plans. Her primary role was compliance monitoring, plan maintenance and participant education. She was also responsible for insurance case design, portfolio management, and advanced planning strategies for the firm’s individual clients.
Erika has volunteered her time and skills to several community organizations. She served on the Board of Directors and as the Treasurer/Secretary for the French Hospital Medical Center Foundation. She also chaired the Foundation’s finance committee, which was responsible for managing the organization’s multi-million dollar endowment. In 2020, Erika was the Vice Chair for the Board of Directors of the South County Chambers of Commerce. She enjoys mentoring high school and college students who are interested in pursuing careers in financial services and has devoted time as a guest speaker for Cal Poly’s finance club.
Prior to her career in financial services, she studied economics as an undergraduate before changing her major to geology, which strongly appealed to her love of the outdoors. After graduation, she worked as a geologist for a local environmental consulting firm, where much of her field expertise was applied to soil and groundwater remediation projects at Avila and Guadalupe Beaches and in the Santa Maria Valley. She travelled extensively throughout the US for consulting projects before taking a position as an exploration geologist with a Canadian mining company based in Suriname, South America. In 2010, she obtained her MBA before pursuing a career as a financial advisor and retirement plan consultant.
Client Service Associate
Tanner May joined Point Sur Advisors as Client Service Associate in 2022. He works closely with clients during the onboarding process and with day-to-day service related to their accounts. He currently holds his California life and health insurance license and will be studying for the securities licensing exams. He is a native of San Luis Obispo County and graduated from Arroyo Grande High School in 2019. From an early age, Tanner was fascinated with the idea of flying and recently pursued his interest in aviation by learning how to fly airplanes, his favorite being Piper Cherokees. Much of his spare time is devoted to completing his flight hours and training toward his private pilot license. In addition to his love for flying, Tanner is also an avid snowboarder and world traveler, with his most recent destination being Kyoto, Japan.