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Emma Erickson

Emma Erickson

Senior Analyst at Pure Financial Advisors, LLC

San Diego, CA , United States

About

Emma Erickson serves as a Senior Analyst on the Billing and Data team at Pure Financial Advisors, LLC in San Diego, CA. In her current role, she is responsible for analyzing operational data, optimizing internal processes, and ensuring the accuracy of billing for the firm’s financial advisory clients.

Her expertise centers on the intersection of technology and financial services, where she leverages her background in information sciences to enhance reporting and data-driven decision making within the organization. While her focus is not on securities research or direct investment management, she plays a crucial support role in maintaining the integrity of client account data within the firm's fee-only wealth management platform.

Emma holds a Bachelor of Science in Computer and Information Sciences and Support Services from Point Loma Nazarene University. Prior to joining Pure Financial Advisors, she gained analytical experience as a Search Engine Optimization Intern at Adora Winquist, LLC, further developing her technical and data management skills. Her significant contributions lie in improving data processes and operational efficiency within the financial advisory sector.

Career History

OrganizationRoleDate RangeDetails
Pure Financial Advisors, LLCSenior AnalystNov 2022 to Present
Senior Analyst for Billing and Data
Adora Winquist, LLCSearch Engine Optimization InternAug 2021 to Dec 2021
As the SEO intern, my job was to assess the current SEO strategies, then to move forward in researching, developing, and implementing new and more effective strategies. I worked with multiple websites...

Education

Point Loma Nazarene University

Bachelor's degree, COMPUTER AND INFORMATION SCIENCES AND SUPPORT SERVICES

2019 2022

Others at Pure Financial Advisors, LLC (5)

NameRoleLocation
Brent Husa
Brent Husa
Portfolio ManagerPleasanton, CA , United States
Brian Perry
Brian Perry
Executive Vice President and Chief Investment OfficerSan Diego, CA , United States
Dominic Knauf
Dominic Knauf
Managing PartnerMinneapolis, MN , United States
Haley Horner
Haley Horner
Portfolio AnalystWheaton, IL , United States
Marc Horner
Marc Horner
PrincipalChicago, IL , United States

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