Hi. 👋
I’m Erica Grundza.
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Location
Tampa, FL
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Credentials
CERTIFIED FINANCIAL PLANNER™
For over a decade, I have been working in financial services serving individuals and families, helping them cut through the noise and find the clarity they need to begin living their life to the fullest. Long gone are the days when an arbitrary net worth milestone is an indicator of financial success achieved. Instead, those I have witnessed reach financial freedom typically have two things in common: a clear vision for the lifestyle they are looking to maintain and a meticulous personalized strategy that supports it.I am extremely grateful for the opportunity to connect one-on-one with the awesome members of our Root community each and every day. I will be your personal guide and advocate, as you continue on with your journey at Root. I am looking forward to connecting with you, hearing your story, and identifying some of the unique decisions you may be facing so that I can introduce you to one of our advisors best fit to meet you where you’re at.
Personally, I find joy in ordinary moments, such as reconnecting with a long time friend, spontaneous visits with family afar, and celebrating life’s big and little milestones with the people I love the most. I am so happy you’re here and I am looking forward to helping you find your place at Root!
