Erica Tanner Director of Client Services at Capital Growth in San Diego

Erica Tanner

Director of Client Services
Wealth Management

San Diego, California
Series 7, 63 licensed

Erica Tanner Director of Client Services at Capital Growth in San Diego

ADVISOR
SINCE 2005

"My mission is to help our clients make smart investment and financial decisions."

Mission Statement

My mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust and personalized VIP service.

My Background

Out of college, I was a Chemist for a local Biotech firm, but eventually found my calling in Financial Services. I started out as a financial advisor at AG Edwards attaining my Series 7 license.  I moved to then, Citi Smith Barney which is now known as Morgan Stanley as a Senior Registered Client Service Associate. After Morgan Stanley and UBS, I found my home at Capital Growth, Inc in 2015.

Experience

    • 2005-2006 AG Edwards
    • 2007-2013 – Citigroup/Morgan Stanley – Smith Barney
    • 2013-2015 – UBS Financial Services
    • 2015 to present – Capital Growth, Inc.

Education

    • B.S. General Biology, UC San Diego

Designations

About Me

I was born and raised in Modesto, CA and moved to San Diego in 1996 to attend UC San Diego.  After graduating from UCSD and a brief move back to Modesto, I ended back up in San Diego where I am happy to call it home.  I am married to my husband, Simeon and we have 3 children – Jaden, Asher and Madelynn.  I enjoy volunteering as a soccer coach for the San Diego Soccer Club, traveling and being with my friends and family.

Capital Insights

From My Column...

06 Blog

Investment Insights from Erica Tanner