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Erika Lucznyski

 
Erika Luczynski

Partner
Vice President
Wealth Manager, The Sedoric Group 
“We are partners in your goals, and stakeholders in your life.”

Erika began her career in the finance industry in 2007 with Wells Fargo’s Mutual Fund division. After several years on this side of the business and having collaborated with hundreds of financial advisors across the country, she started to get a taste for planning and wealth management side of things, and officially joined the Sedoric Group in 2014.

Without question, Erika’s passion is client advocacy. Whether it’s collaborating with a client’s Estate Attorney or working on their behalf with an outside institution, Erika takes pride in helping clients find solutions and simplifying their financial lives.

Within her role, Erika is an integral part of new client onboarding and coordination, and often manages the execution of life event-related matters. She works closely with Estate Attorneys in managing clients’ trusts, and is also involved in the implementation and coordination of clients’ charitable gifting efforts. More recently, she has taken on an increasingly comprehensive planning role after obtaining her CERTIFIED FINANCIAL PLANNERTM certification in 2020.

Outside the Sedoric Group, Erika is a fitness and health enthusiast, aspiring cook, organizer extraordinaire, and lover of wine. Erika resides in Rye, NH with her dog Myra and Jack the cat.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP©, CERTIFIED FINANCIAL PLANNERTM, CFP© (with plaque design) and CFP© (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

More about Erika:

  1. Describe your personality in one sentence?
    I am determined, passionate and adaptable, and I love meeting new people and engaging in new experiences.

  2. What would you be doing if you couldn’t work in Finance?
    I would be an interior designer. Or running an animal shelter. Probably both!

  3. What are your wardrobe constants?
    Black, black and black. I also own more pairs of boots than I care to admit.

  4. What unknown talent do you possess?
    I was a competitive figure skater in my youth, and am still known to attempt a double salchow every now and again!

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