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About Erica Cantrell

I am a CERTIFIED FINANCIAL PLANNER™ and have been with Thrivent for over a decade. I knew at a very young age that I wanted to follow in my father’s footsteps and do work that positively impacts the lives of others. I can’t imagine doing anything else. I love helping guide people through the complexities of preparing for retirement. Accumulating wealth and developing a retirement income plan are two very different areas of planning. I specialize in distributing wealth in a tax-efficient manner. I want my clients to have a sense of assurance that they will not outlive their money by developing a plan to help ensure a successful retirement. I am driven by my passion to make a meaningful impact in the lives of those around me, and I take great pride in my work. I am also committed to continually developing my skills and expanding my expertise to serve my clients better.

In addition to my role as a financial consultant, I also serve on the board of directors as the Administrative Coordinator for the Vacaville Christian Ministry Association (VCMA), an organization that is very close to my heart.

I am also very passionate about traveling and being outdoors! I am very fortunate that my sister and brother-in-law share my love of adventure and we have visited several National Parks together. My goal is to visit every single one in the US! The Narrows in Zion still is my absolute favorite hiking spot.

I also spend quite a bit of my free time studying or listening to financial podcasts. I truly enjoy what I do and the more I can expand my skillsets, the more value I can provide for my clients.

Education and Accomplishments

CFP® (CERTIFIED FINANCIAL PLANNER™), a designation granted by the Certified Financial Planner Board of Standards, Inc.
ChFC® (Chartered Financial Consultant®), a designation granted by The American College
CLU® (Chartered Life Underwriter®), a designation granted by The American College
CLTC® (Certification in Long-Term Care ®), a designation granted by the Corporation for Long-Term Care Certification
BFA™ (Behavioral Financial Advisor ™), a designation granted by Kaplan Financial Education
FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association
FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Life & Health Insurance License in CA, ID
Bachelor’s Degree: Double Major, Economics & Psychology from Chico State, 2013
I was an original co-founder of the crew team at Chico State and enjoy cheering them on at local regattas
I was featured in Thrivent's national magazine, the Spring 2021 issue, in an article titled "Women & Money"

Clarity Financial Planning Group

We believe that having a great relationship with your team of financial professionals is a key component to a successful financial journey. Through the dedicated financial planning process, we strive to simplify complex concepts and strategies. Educating our clients is important to us because we want to help bring clarity and confidence to your financial picture. We want to help you make financial moves that lead to less stress and a more meaningful and full life.

Our practice includes:

A team approach with financial guidance based on your values and goals.
Multiple financial professionals who specialize in different areas of dedicated financial planning.
A focus on income protection, retirement accumulation and income strategies, wealth management, estate strategies, college planning, tax efficient strategies, and charitable giving strategies.

Meet My Team

Clarity Financial Planning Group

Clarity Financial Planning Group

Title: Team Practice
Website: https://connect.thrivent.com/clarity-financial-planning-group

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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