Erica Pu

Credentials:
  • MBA

Focus: Insurance Strategies, Investment Strategies, Retirement Strategies, Business Owners, College Funding Strategies, Estate Planning, Charitable Giving, Group Benefits, Risk Management Strategies, Financial Education, Retirement Income Planning, Business Succession Planning

Languages: English, Chinese – Mandarin

For more than a decade, Erica has dedicated herself to building a practice focused on partnering with each client to develop customized solutions for their wealth management and financial planning needs. Prior to joining MassMutual Greater Pacific in 2016, Erica served as a Vice President and Financial Advisor for HSBC Securities where she partnered with clients to custom build comprehensive financial planning solutions for clients within the bank’s Premier Client Group. In joining MassMutual Greater Pacific, Erica expanded the breadth and depth of resources and support with which she serves the specialized needs of her high net-worth clientele.

 

Erica earned her MBA in finance from Pepperdine University’s Graziadio School of Business and Management. Before moving to the USA, she earned a B.S. in Mechanical Engineering from the Nanjing University of Science and Technology in China. Additionally, she completed Kaplan University’s Financial Planning Education Program. As a first-generation immigrant, Erica understands the issues confronted by families as they adjust to new cultural, social, and economic conditions—and, as a former U.S. business owner, she has a special interest and understanding of the circumstances and concerns business owners confront.  

 

Erica is a member of the Los Angeles World Affairs Council and a member of MassMutual’s Society of 1851, a concierge program reserved for top advisors in the U.S. She resides in San Gabriel Valley with her family where she enjoys spending time with her son, jogging, and exploring performing arts and music.

For more than a decade, Erica has dedicated herself to building a practice focused on partnering with each client to develop customized solutions for their wealth management and financial planning needs. Prior to joining MassMutual Greater Pacific in 2016, Erica served as a Vice President and Financial Advisor for HSBC Securities where she partnered with clients to custom build comprehensive financial planning solutions for clients within the bank’s Premier Client Group. In joining MassMutual Greater Pacific, Erica expanded the breadth and depth of resources and support with which she serves the specialized needs of her high net-worth clientele.

 

Erica earned her MBA in finance from Pepperdine University’s Graziadio School of Business and Management. Before moving to the USA, she earned a B.S. in Mechanical Engineering from the Nanjing University of Science and Technology in China. Additionally, she completed Kaplan University’s Financial Planning Education Program. As a first-generation immigrant, Erica understands the issues confronted by families as they adjust to new cultural, social, and economic conditions—and, as a former U.S. business owner, she has a special interest and understanding of the circumstances and concerns business owners confront.  

 

Erica is a member of the Los Angeles World Affairs Council and a member of MassMutual’s Society of 1851, a concierge program reserved for top advisors in the U.S. She resides in San Gabriel Valley with her family where she enjoys spending time with her son, jogging, and exploring performing arts and music.

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MassMutual Greater Pacific - Pasadena

Satellite Office

150 S. Los Robles Ave. Ste 750
Pasadena, CA 91101

CRN202004-229661