Fritz Gerald Erie
About Fritz Gerald Erie
Fritz Gerald Erie serves as the Regional Vice President at Primerica, where he has worked since 2013. With over 30 years of experience in financial services, he specializes in creating customized financial plans and holds multiple licenses, including Series 6, 26, and a Life insurance license.
Work at Primerica
Fritz Gerald Erie has served as Regional Vice President at Primerica since 2013. In this role, he focuses on developing financial strategies and providing guidance to clients. His responsibilities include overseeing a team and ensuring that clients receive tailored financial game plans that align with their individual goals. His tenure at Primerica spans over 11 years, during which he has contributed to the company's mission of helping individuals achieve financial independence.
Previous Experience at Citi
Before joining Primerica, Fritz Gerald Erie worked at Citi for 17 years, holding the position of Executive Director from 1996 to 2013. During his time at Citi, he gained extensive experience in the financial services sector, which laid the foundation for his current role. His experience at a major financial institution has equipped him with a deep understanding of investment strategies and client management.
Education and Expertise
Fritz Gerald Erie holds Series 6 and 26 licenses, which are essential for investment professionals dealing with mutual funds and variable contracts. Additionally, he possesses a Life insurance license, enabling him to provide comprehensive financial planning services. His expertise lies in customizing financial game plans that meet the unique needs of each client, drawing on over 30 years of experience in the financial industry.
Client Focus and Services
Fritz Gerald Erie specializes in creating customized financial game plans tailored to the individual needs and goals of his clients. His approach emphasizes understanding each client's unique financial situation and objectives. He enjoys providing business opportunities to individuals, helping them build successful careers in the financial services industry. This client-centric focus has been a key aspect of his professional philosophy.