From painting to sewing, softball to writing, Erika Roldan thrives on creativity and exploring new ideas. She draws inspiration from the world around her, always looking for ways to bring her visions to life. But for Erika, creativity isn’t just about creating, it’s about sharing. She has a passion for teaching and empowering others with knowledge, encouraging them to pursue their own paths and adventures.
Beneath her creative spirit lies a strong passion for finance. From a young age, Erika was drawn to the world of finance and markets. Taking influence from The Big Short, she began independently studying stocks and financial fundamentals. This interest is deeply rooted in her belief in the power of knowledge, using finances to build a strong future for herself and those she cares about.
Erika went on to earn her bachelor’s degree in finance from Florida International University, where she also spent time mentoring and teaching young professionals about continuing education. During this time, she began her journey at Tobias Financial Advisors as a Client Service Intern. Today, as a full-time Client Service Specialist, Erika brings together her love for helping others, creative problem-solving, and financial education in a thoughtful, client-focused approach.
At Tobias Financial Advisors, Erika values the opportunity to solve problems, understand client needs, and deliver meaningful solutions. She also appreciates the collaborative and supportive environment of her team, noting how much she has learned from their insight and guidance. Looking forward, Erika’s vision for Tobias Financial Advisors is to reach more clients and share the value of thoughtful financial planning. She believes that a strong understanding of financial fundamentals can open doors and expand possibilities.
Whether she’s channeling her creativity or applying analytical thinking, Erika brings care, curiosity, and a unique perspective to her work. She plays an integral role in supporting clients through challenges, offering both professionalism and reassurance. We’re proud to have Erika on our team and look forward to supporting her continued growth and success.