Erica Ann Mathews
Investment adviser representative at Financial Counseling Associates, Inc
10 yearsExperience
1 stateRegistered in
$103.5MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Financial Counseling Associates, IncMay 2021 to now
- GenslerJul 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Financial Counseling Associates, Inc
Legal name: Financial Counseling Associates, Inc.
$103.5MAssets managed
126Clients
2Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7397074
- Firm CRD
- 115123