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Your Valuable Team at the Helm

What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent advisors we are today. 

Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business. Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is there to be an engine of opportunity.

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Erica A Roach

Managing Member and CCO


Erica A Roach is the Managing Member and CCO of ERK Wealth Advisors. She offers individuals and small to medium size businesses solutions in tax, accounting, bookkeeping, and business consulting services. Prior to starting her firm, Erica worked for a couple local accounting firms and served as an operations manager/business consultant for not for profit hospitals.

Her professional experience includes a diverse background in financial analysis, grants administration, regulatory compliance, business process development, and the design and implementation of business information systems. 

She has taught workshops on the use of accounting systems and tax mitigating strategies.

Erica graduated with a Bachelor of Science in Accounting from the Leventhal School of Accounting at the University of Southern California (USC).  She is a member of the California Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the USC Alumni Association. In her spare time, she enjoys playing tennis, traveling, sailing, and fine spirits.

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?
I would invest it all in the stock market.

What’s the most likely place people could find you on a Saturday night?
At the movie theater catching the latest thriller.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach!

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I would wish for perfect eyesight, unlimited vacation days and the ability to know which way the market is going to turn before it happens.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Live in the moment and never underestimate your value.

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Jessica Yi



Jessica Yi is the CFO of ERK Wealth Advisors. She is a graduate from UC San Diego with a Bachelors in Economics and a Minor in Japanese Studies. Jessica's experience is versatile, having worked in both for-profit and not-for-profit sectors, which includes financial analysis and modeling, contracts and grant accounting, business process development, design and implementation of business information systems, tax preparation, and other general accounting and attest services.

Learn More About Me

If you could travel anywhere in the world, where would you go?
I would go to Italy.

If you were a super-hero, what powers would you have? 
The ability to create and manipulate matter. 

What would you do if you won the lottery? 
I would invest the money, back politicians with green strategies and work toward influencing change.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
A healthy Earth with endless resources, change in human mentality to work towards harmony
and overall good rather than self-interest, more wishes. 

If you could only eat one food for the rest of your life, what would it be?