I'll hold your dreams as high as my own.
Erica Laura Perez
Financial Advisor
Amplifying the wealth of women as we ELEVATE together.
About me
Erica's Motto: I'll hold your dreams as high as my own.
I started my career in finance in 2006 after graduating from DePaul University with a Bachelors of Science in Finance. After working a corporate job in finance, I felt stuck. I wanted to do more for my community, and pivoted into education. I obtained a Masters of Arts in Teaching (MAT) from National Louis University in 2011, spent 4 years teaching in the classroom, and 7 additional years working in school communities building relationships inside and outside of the school walls.
My pivot into financial advising was guided by my desire to support and educate people who are often left out of the financial planning conversation. I work primarily with women, specifically in healthcare, executive positions, and non-profit leadership). I connect, find solutions, and hold clients accountable. I use my background working in diverse communities and diverse learners to meet clients where they are and help make the multi-layered world of financial planning easier and accessible. Once I have an understanding of where you have been and where you want to go, we can build a plan to help get there.
I am also an artist and scroll saw art from wood to decompress and connect with my community.
I have two young boys, Mikey and Leo who are vastly different, as siblings often are.
My husband Mike is an incredible blues singer and bassist in New Orleans and he composes classical music for fun.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
