Erin A. Hadley, CFP®, Managing Partner
How I Like to Work With People
I like to collaborate and look for creative solutions. I consider myself to be an advocate for my clients to help keep them on track and minimize the pain points. I believe my relationship with my client is a partnership.
Areas of FocusAs a female advisor and entrepreneur, I understand the unique needs of women and their families in tech, marketing, and other professions, as well as those of self-employed individuals including entrepreneurs, consultants and/or business owners. In addition to comprehensive financial planning and investment management, I provide guidance on stock options, equity compensation, and tax impact.
Why I Became a Financial Planner
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a partner at Your Mental Wealth Advisors, which is an independent, fee-only, Registered Investment Advisory firm in the San Francisco Bay area. As a CFP®, I am held to a strict fiduciary standard to put the best interests of my clients first. My goal is to help people feel at ease and in control. Financial planning can be daunting and seem complicated. Laying out our finances and life goals to a stranger can leave us feeling vulnerable – like we’re being graded. I’m here to alleviate these stresses, set people at ease, help them feel empowered, and help ensure they have a positive relationship with their money.
“Note to self: every time you were convinced you couldn't go on, you did.”
I am an Active Member of These Professional Organizations
Bachelor’s degree in English from the University of Florida.
Certificate in Personal Financial Planning from the University of California at Berkeley
- Certified Financial Planner (CFP®)
Brief Employment History
2007-2015 Independent, fee-only financial planning and wealth management firm
2016-present Partner Your Mental Wealth Advisors
648 Chenery St
San Francisco CA 94131
301 California Drive
Burlingame, CA 94010