Erin Klisser

Tax Advisor, Enrolled Agent, LPL Financial Advisor, Notary Public

Working in the Financial Services Industry since 1998, Erin joined Summit Financial Group in 2014. As an LPL Financial Advisor, she understands everyone’s economic and life situation is unique. Erin is dedicated to her clients and enjoys helping them strategize to meet their individual financial goals. Whether it is financing a child’s education or planning for retirement, she provides personalized plans, while providing high-quality service and striving to build long-lasting relationship.  

Erin is an Enrolled Agent with Internal Revenue Service, a CTEC Registered Tax Preparer with the State of California and a California Notary Public. She graduated from San Diego State University with a bachelor's degree in Business Administration. Erin holds her Series 7, Series 63 and Series 66 Securities registrations with LPL Financial as well as life, accident, and health variable contracts licenses with the California Department of Insurance.

Erin co-founded a non-profit organization that transports developmentally disabled adults to their day programs. Erin appreciates spending time with family and friends which include her three children, Zoe, Spencer, and Ace. In her spare time, she enjoys cooking, traveling, and trying out new restaurants around San Diego.

CA Insurance License #0E80954

Phone 619.698.9760 Ext. 886
Fax 619.483.3446