Erica Jonasson, CFP®
Wealth Advisor
erica@shorepointpartners.com
“One of the most rewarding aspects of my work is the ability to make a real difference in people’s lives. I believe that financial planning is not just about numbers—it’s about understanding a client’s dreams, values, and priorities. Helping clients achieve their financial goals and gain peace of mind is what drives me every day.”
Erica joined the Shorepoint team in 2017 as a Client Service Associate. Her dedication to helping people make informed financial decisions led her to earn her CFP® certification.
Now, as a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, Erica possesses a comprehensive understanding of financial planning principles and strategies. She specializes in developing and presenting personalized financial plans, working directly with clients on plan implementation, account inquiries, coordinating solutions, and guiding them throughout their financial journey.
Education
Erica graduated summa cum laude from Bridgewater State University with a Bachelor of Science degree in Exercise Science. During her time at BSU, she demonstrated her leadership abilities and teamwork mentality as the co-captain of the Women’s Soccer Team.
Driven by her passion for financial planning, Erica enrolled in Bryant University’s Financial Planning Certificate Program in 2019. She successfully passed the CFP® certification exam in September 2021, solidifying her commitment to delivering top-tier financial advice and guidance to her clients.
Fun Facts
When she’s not immersed in the world of finance, you can find Erica at her cozy home in Wrentham, MA, with her beloved dog, Darla. In her free time, Erica enjoys playing soccer and spending quality time with family and friends.
