Erica is the Chief Financial Officer for WFA San Diego. She is the founder and CEO of Paragon Accountants. She studied international relations and conflict resolution at UC Irvine before receiving dual bachelor’s degrees in economics and accounting from UCLA. She has a Masters in accounting, emphasis in taxation from SDSU and an MBA in Finance from National University. Before forming Paragon Accounting Group in 2003, she was CFO for a non-profit in Los Angeles and senior tax accountant for an international import/export company in San Diego and Tijuana. Her extensive experience and work with other clients are a great complement to WFA.
Erica Martinez
Chief Financial Officer
WFA San Diego
United States, California, San Diego
About Me
Profile Information
Chief Financial Officer
WFA San Diego
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
Jun 26, 2025
Work Experience
WFA San Diego
Chief Financial Officer
Email: erica@paragonaccountants.com
Keylinks
More profiles to browse
Becki Sutton
Senior Portfolio Manager, Senior Wealth Advisor
Pete Wheeler
CEO and Dream Development Director
AJ
Andrew Jensen
Senior Wealth Advisor & Investment Committee Member
DW
David White
Senior Vice President
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation