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Erika Lotz

Erika Lotz

Tax & Financial Planning Associate
Erika is a licensed Independent Advisor Representative with Reyes Financial Architecture, where she focuses on tax, retirement, and comprehensive financial planning alongside David Reyes and the Reyes team. With more than 10 years of experience in retirement planning, wealth management, and tax planning, she brings a strong foundation of expertise and a client-centered approach to every engagement.

Erika is passionate about helping clients navigate complex financial decisions, solve challenges, and create clear, flexible strategies for long-term retirement success. She holds a Series 65 license, a California life and annuity license, and is currently pursuing her Certified Financial Planner™ (CFP®) designation.

Outside of the office, Erika enjoys CrossFit at her gym and exploring San Diego as her new home.

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