ERIKA SAFRAN, CFP ®

Erika Safran is a Certified Financial Planner, Investment  Advisor, and founder of Safran Wealth Advisors, a fee only financial planning and investment firm.  With 20 years of experience, Erika understands the collaborative relationship required to help clients realize their dreams and make smart financial decisions. 

Erika has shared financial advice as a guest on CNBC, CNN, NY1, BBC News, The Early Show on CBS, and That Money Show on PBS. Erika has also been featured as a financial expert in The New York Times, Wall Street Journal, CNN Money Watch, US News & World Report, Investment Advisor, Business Week, Money, Reuters, USA Today, and more.

Erika has contributed her financial expertise to financial and investment case studies published in Kiplingers, Black Enterprise, Financial Planning Magazine, Newsday, Physician’s Personal Advisory, Advance for Nurse Practitioners Magazine, and Doctor’s Digest. She was recognized as a leading adviser in Medical Economics and included in their annual list of 2013 Best Financial Advisers for Doctors.

A financial literacy advocate, she frequently lectures at The 92nd Street Y, AARP & The New York Public Business Library. Erika is an adjunct faculty member for Baruch College’s CFP® program, and is a former adjunct at NYU. As a volunteer in HSBC’s “Financial Backpack” program, she provides financial education to high school and college students.

Erika is a member of the Financial Planning Association of New York, serving as Director of Education. She is a former Vice President of the NY Chapter of The American Woman’s Society of Certified Public Accountants. She is a current member of the Financial Women’s Association of NY. 

ADDI MCDANIEL

Addi is responsible for keeping operations running smoothly at Safran Wealth Advisors. Her responsibilities range from managing client communications to facilitating the day to day company operations.

Her theater & music background have given her a freedom and love for communicating and sharing ideas. Her experience working in the competitive entertainment industry taught her the value of persistence and integrity. She enjoys brainstorming creative ways to make Safran Wealth Advisors the best it can be.

"Let our advance worrying become advance thinking and planning"
                                                        ~Winston Churchill
 

 

 

 

JENNIFER VELASQUEZ

Jennifer provides administrative services to ensure effective and efficient operations at Safran Wealth Advisors. In her role she assists with special projects designed to accelerate the firm’s position in the industry.

She is committed to financial empowerment. Before joining the Safran Wealth Advisors Team she was a financial counselor and project manager at the non-profit organization Neighborhood Trust Financial Partners. Prior to that, she worked with local small business owners through the microfinance organization, ACCION USA. Jennifer received her BA from New York University in Political Science and Economics. She is excited to join a firm that shares her values and to be part of helping clients achieve their financial goals.

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