Broker Check
Erick Avila-Mejia

Erick Avila-Mejia

Financial Advisor

Professional Experience:

Erick grew up in Indiana after being born in Los Angeles.  He gained 10 years of valuable business experience in retail management, sales, and customer service prior to entering the insurance industry as a personal lines insurance agent.  Erick became passionate about  helping others improve their financial situations.  This desire created a need to provide people with a more holistic approach to servicing their financial needs.  To reach this goal, Erick expanded his financial knowledge and resources by joining OMNI Financial Services as a Financial Advisor.  

Erick lives in Orlando with his wife Michele.  Together they have one daughter with a son on the way.  When he is not helping others, Erick enjoys spending quality time with his family, exploring Florida's finest restaurants, and enjoying time at the beach. 

Credentials:

General Securities Representative – Series 7
Investment Advisor Representative - Series 66
Life, Health and Variable Annuity Insurance Agent
Bachelor of Science – Indiana University South Bend

Professional Services:

Business

Business Succession Strategies
Business Valuation Analysis
Buy/Sell Agreements and Funding Strategies
Executive Compensation and Incentive Plans
Key Employee Protection and Retention Strategies
Employee Benefits
Business Retirement Plans


Personal

Family Protection Strategies
Risk Management
Retirement Plans
Investment Strategies and Wealth Management
Education Funding
Estate Planning
Charitable and Gifting Strategies


1615 Edgewater Drive, Suite 150, Orlando, FL 32804

Erick Avila-Mejia is a registered representative and Investment Advisor Representative with Cetera Advisor Networks, LLC.