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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pure Financial Advisors, LLC | Senior Analyst | Nov 2022 to Present | Senior Analyst for Billing and Data |
| Adora Winquist, LLC | Search Engine Optimization Intern | Aug 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)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Pleasanton, CA , United States | |
| Executive Vice President and Chief Investment Officer | San Diego, CA , United States | |
| Managing Partner | Minneapolis, MN , United States | |
| Portfolio Analyst | Wheaton, IL , United States | |
| Principal | Chicago, IL , United States |
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