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Erica Bunnell, CFP®

Principal

Chicago

Client Advisory

Biography

Erica Bunnell is a Principal in the Chicago office. She specializes in holistic wealth management for institutional clients and high-net-worth families. With over 15 years of experience, she provides comprehensive financial planning, income tax planning, estate planning, and wealth management, offering tailored strategies to help clients achieve their financial objectives.

Prior to joining Cerity Partners, Erica was a key member of Sheridan Road Financial, where she focused on financial planning, wealth management, and insurance solutions. She also played an integral role in client service operations, managing day-to-day account administration and ensuring a seamless client experience.

Erica’s expertise lies in developing sophisticated, forward-thinking financial  strategies that address the complexities  of wealth management, allowing her clients to navigate their financial futures  with clarity and confidence.

Education

  • B.A. in Sociology, Anthropology, and Spanish from Lake Forest College

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Bounce Children’s Foundation Emerging Leaders Board member

Q & A

Q:

Why is Wealth Management important, especially today?

Why are we managing your financial life if we don’t have a plan? We want to know how to manage your assets to ensure you can accomplish the goals and objectives of your life. So we start with the goals and objectives and solve for the investment management. The plan is key.

What kind of clients work best for you?

The more complex the better. I thrive in getting into the details and taking a multi-prong approach to deliver solutions to our clients. Often this involves exploring multiple possible solutions to see which is best for the clients.

What do you do in your personal life that helps you help your clients?

I am a runner. This is my time to get away from a screen, breath fresh air, and clear my head. This helps my clients get the best version of me with less stress and greater patience to work through their unique financial concerns.

What does the world need now more than anything?

Compassion. Everyone needs to feel compassion from others and for others. We all deserve a little grace here and there.

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.