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About

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Erik Sherman, AIF

786-423-2899
Erik@rradvisers.com

Erik S. Sherman began his financial services career in 2002 when he joined the John Hancock Financial Network – South Florida Group. In that same year, he was named Rookie of the Year in his office and every year since then held the top rankings locally and nationally when he joined John Hancock Financial Network President’s Roundtable in 2010.

With a mission to provide tailored, flexible strategies towards protecting and growing wealth for his clients, he believes a team-based approach encourages clients to integrate relationships with other important advisers including trustees, attorneys, and accountants to help ensure a comprehensive view of appropriate financial solutions. Erik’s experience encompasses a wide variety of insurance, investment advisory services, retirement benefits and estate planning strategies. Just as important, his success comes from an unwavering commitment to client service excellence, dedication to family and giving back to the community.

Qualifications

  • BS, Accounting & Marketing, Lehigh University, Bethlehem, Pennsylvania, graduated with honors
  • FINRA – Series 63, 65 and 6 registrations
  • Life insurance, disability income insurance, long-term care insurance and health insurance licenses

Awards & Leadership Positions

  • Featured Presenter, John Hancock Financial Network, Practice Advancement Conference 2013
  • Threw out first pitch of Boston Red Sox game, 2011
  • Achieving Client Excellence Award – Signator Investors, Inc., 2002 to present
  • Board of Directors, the Cancer Support Community, 2004 to present
    Serving state employees in Miami-Dade County in understanding the Florida Retirement System, 2004 to present
  • Member, Business Network International Miami, 2002 to present

 

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Favio J Taborda, CFP®, AIF®

Favio@rradvisers.com

Favio J Taborda, CFP®, AIF® has been guiding people in building wealth and pursuing retirement goals for the last 12 years. His financial practice is his passion and helping others on their financial journey is both satisfying for the client and advisor alike.

Education & Practice Affiliation

He earned a bachelor’s degree in finance at Florida State University in 2007 and shortly thereafter started working as a registered representative for John Hancock Financial Network, South Florida Group in Miami. After sharpening his skill sets and achieving initial success, Favio joined with Retirement Ready Advisors.


Practice Philosophy

Favio takes great pride in the close relationships that he has cultivated with his clients. So much so, that he works almost exclusively through introductions from friends and loved ones. Favio spends his time providing education and affirmation to his clients, making sure that they follow through with the tasks that will help them pursue their goals.

Independent Insight & Large Network Resources

As an independent financial advisor that is affiliated with one of the largest financial networks in the US, Favio’s financial practice offers the unbiased options his clients seek. He offers 360°of Financial Advice™, meaning his clients have a single point of contact for the three areas of their financial life; planning, investments, and insurance. He holds the CERTIFIED FINANCIAL PLANNER™ designation.

Personal Interests

During his free time, Favio enjoys spending time with family, watching and playing sports, grilling meals outside, hiking, birdwatching, and traveling.

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Additional info

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Contact info

  •   2937 SW 27th Ave Suite #106, Coconut Grove, Florida 33133
  •   305-579-4040
  •   erik@rradvisers.com

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Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 

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