Erin Klisser

Erin Klisser

Tax Advisor, Enrolled Agent, Investment Advisor, Notary Public

Working in Financial Services since 1998, Erin joined Summit Financial group in January 2014, working primarily with investment clients in retirement planning and investment advice. Erin is a California notary public, and Enrolled Agent with with Internal Revenue Service and a CTEC Registered Tax Preparer with the State of California. Erin enjoys working with her clients to help them strategize to meet long-term financial goals and is dedicated to providing affordable, high-quality service while building lasting relationships.

Erin graduated from San Diego State University with a bachelor's degree in Business Administration. She 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 BEZSAM, Inc., a non-profit organization that transports developmentally disabled adults to their day programs. Erin loves baking and cake decorating, as well as working out and spending time with her three children, Zoe, Spencer, and Ace.

CA Insurance License #0E80954

Phone (619) 698.9760 Ext. 886
Fax (619) 698.9767