Erika Roldan serves as a Client Service Intern. She supports our client service and operations team with process reviews, documentation, along with daily tasks. She is passionate about assisting clients on their way to reach their financial goals and gets motivated by seeing them succeed.
Erika is currently working toward earning her bachelor’s degree in finance at Florida International University. She enjoys networking in her local community through attending local events such as Pitch Night in Miami, FITCE in Fort Lauderdale and Broward Business and Beyond in Davie.
Prior to joining Tobias Financial Advisors, Erika consulted several small businesses and contractors on improving their accounting and management procedures.
Originally born in Nashua, New Hampshire, Erika moved to South Florida with her family at a young age. In her free time, she enjoys spending time relaxing in nature, painting, or exploring new businesses and events in the area.