Erica Tat - Financial Professional 1980 Post Oak Boulevard, Houston, TX 77056

"At the beginning, I didn’t have much knowledge on how to invest my money. I was simply throwing money around without knowing what works and what doesn’t. Erica has been so helpful on educating me as well as guiding me to make better financial decisions. I still continue to work with her as I build my portfolio. I will recommend to my friends and family!"

"I absolutely love working with Erica Tat. At first, I was in a terrible place with my finances. I was terrible with the the way I was managing my money and I had no idea where to even start to get better. I reconnected with Erica back in 2020 over Phat Fudge. I found out Erica was working in the financial realm. Erica gave me some personal advises and I took it. Within a couple of months, I saw a significance difference in the way I was handling money. Erica was very transparent and very understanding. I was very embarrassed to talk about my finances but Erica made me feel very comfortable. While talking to Erica, I can tell that this is her passion and she talked about how her experience shaped her decision to be in finance. As a first generation Asian American, my understanding money was earning and saving. It was not until I started to work with Erica that I learn how to effectively invest and better manage my money. Erica has guided me in the direction I desperately needed. Without her guidance, I think I would still be lost and sadly in debt. Don't be like me and wait too long."

"I've known Erica for years and was initially very nervous to talk about my finances with someone. I knew I was in an unsustainable place financially making payments on debts and never getting closer to financial independence but as we all know, finances are a very private subject for people. Erica was very professional and knowledgable. She was able to explain concepts to me that had never made sense before and was never critical or judgmental in her advice. We've been working together and I have come so far in my financial journey. I have paid off a majority of my bad debt and have been able to add a life insurance policy that relieves a lot of worry in regards to the future. Erica is always quick to answer questions I may have and is always happy to explain concepts to me that I may not have fully understood or retained. I feel comfortable coming to her with issues I've arrived at and know that she will be able to offer advice as well as lay out game plans that we are both comfortable with and confident in. I can't recommend enough working with Erica to not only help get out of debt but to gain a better understanding of personal finance and ultimately financially independence."

"I got to know Erica through our shared hobby of boxing and was thrilled to see her helping others learn about financial literacy. I reached out to her for advice on how to invest some extra cash I had, and she not only explained my options in simple terms but also encouraged me to pursue a career in finance like she did. I highly recommend working with Erica if you want someone who can simplify complex financial concepts and methods and genuinely wants to help others build their wealth. You will be in great hands either way!"

"Erica is the most dedicated person I've ever met, happy to have crossed paths when we did. Financially I was lost and had no idea how to start a path for my goals and retirement. I decided to work with Erica because of her work ethic, she really takes time to understand your needs and goals. I'm no longer lost; Erica has helped me create a roadmap for paying off debt and learning ways for my money to work for me while I plan for retirement. I'm truly grateful for Erica."