Erica Zaragoza

Erica Zaragoza founded Oak & Ivy Wealth to create a more personal and relationship-driven planning experience. As a CERTIFIED FINANCIAL PLANNER® professional, she specializes in helping individuals and families navigate important financial decisions with clarity, confidence, and purpose. Her work is particularly meaningful for those experiencing life transitions, preparing for retirement, managing family responsibilities, or seeking a trusted advisor to help coordinate the many moving pieces of their financial lives. Erica believes that financial planning should simplify complexity, provide peace of mind, and support the life you want to live.