Dave  Erlich,  CFP<sup>&reg;</sup> - Financial Advisor

Dave Erlich, CFP®

CRC®

Cambridge Trust

Cambridge Trust, 125 High Street, 9th Floor
Boston, MA 02109
FINANCIAL ADVISOR'S WEBSITE
(617) 823-7624 CONNECT WITH Dave
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General

Dave Erlich is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cambridge Trust in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Personal Taxes

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