Erica R Cantrell
Financial Consultant
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CFP®, ChFC®, CLU®, FIC, CLTC®, CKA®, BFA™
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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...
My qualifications
- General Securities Representative
- CA Insurance Lic. #0H96130
My state licenses
- Alabama
- Alaska
- Arizona
- Colorado
- Georgia
- Idaho
- Indiana
- Maryland
- Minnesota
- Nevada
- North Carolina
- Oregon
- Texas
- Utah
- Washington
Office location
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.