Erika Roldan

Client Service Intern

EDUCATION
Bachelor’s degree
Florida International University (in progress)

SPEAKS
English

VALUES
Creativity, pursuing self-improvement and learning, nurturing personal and familial relationships

INTERESTS
Enjoyment of nature, exploration of new foods, arts and cultures


Erika Roldan serves as a Client Service Intern. She is currently working toward earning her bachelor’s degree in finance. Prior to joining Tobias Financial Advisors, Erika served as a consultant for several small businesses and contractors on improving their accounting and management procedures. She is passionate about learning how financial planning can accelerate goal accomplishment for clients.

Originally born in Nashua, New Hampshire, Erika moved to South Florida with her family at a young age. Erika is currently a junior at Florida International University and enjoys participating in her local community through attending events in Miami such as Pitch Night, FITCE in Fort Lauderdale and the Broward Business and Beyond conference in Davie.


 “Keeping the philosophy of “strategy is the heart of success” in my mind, I have the incredible opportunity to engage in enhancing our teams effectiveness and overall performance. By employing this approach, I truly believe our team can deliver unique and seamless client experiences in setting them on the path to financial freedom.”

Blog Posts Featuring Erika Roldan


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