our team
Erin Durkin, CFP
Director of Financial Planning
Certifications
Certified Financial Planner (CFP®)
Education

University of San Diego, B.S. Business Administration and Psychology

Erin Durkin has over 10 years of experience in the financial services industry. Prior to joining EP Wealth Advisors, Erin worked for Westmount Asset Management as there Director of Financial Planning. She concentrated on developing comprehensive financial planning solutions for their affluent client base. Prior to Westmount, Erin worked for MetLife in San Diego as well as MetLife of Southern California. She served as the Lead Financial Planning Specialist for the firm’s Case Design Unit where she was responsible for working with over 120 financial advisors in creating in customized comprehensive financial plans for their clients. Erin earned her BS from the University of San Diego, majoring in Business Administration and Psychology. She is currently pursuing her Master’s degree in Accounting with goal of obtaining the CPA designation. She is also a CFP® certificant.

Articles by: Erin Durkin, CFP

2018 Year-End Tax Planning (webinar)

2018 Year-End Tax Planning (webinar)

Posted on December 5, 2018
Tax Impacts Webinar (video)

Tax Impacts Webinar (video)

Posted on March 2, 2018

CNBC: An Apprenticeship Sounds Great Until It Isn’t

Posted on June 28, 2017

College has become so expensive and so uncertain that many of our clients talk about what their options are for their kids even beyond the traditional route. Abigail Sommerville of CNBC quoted me in her article on alternatives to traditional college education and if investment vehicles like 529 savings accounts can be used. I suggest… Read more »

For Love and Money – How to Talk about Finances in Your Relationship

For Love and Money – How to Talk About Finances in Your Relationship

Posted on April 4, 2017
Webinar: The Basics of Financial Planning

Webinar: The Basics of Financial Planning

Posted on December 23, 2016

If you have any questions about Financial Education, please feel free to contact an EP Wealth Advisor.

In the news: How to Donate to Your Grandkids – CNBC

Posted on December 16, 2016

With the holiday season coming up, a lot of our clients are considering what to give their kids and grandkids. But with the increase in tuition these days, a great idea might be to think about donating to their college education. CNBC’s Kelli Grant was interested in the topic and quoted me in her recent… Read more »

In the News: Erin Durkin, CFP on Medical Billing in US News and World Report

Posted on December 7, 2016

As the saying goes, “health is wealth.” So it makes sense that one of the silent destroyers of wealth is a sudden illness, injury, and the medical bills that come with them. Few people plan for sickness so it becomes crucial to be able to review your medical billing as a means to protect your… Read more »

What You Should Know About Medicare

What You Should Know About Medicare

Posted on November 2, 2016
Wedding Planning on a Budget

Wedding Planning on a Budget

Posted on November 4, 2016

Planning weddings on a budget is a topic I can speak to from recent personal experience. I myself attended about nine weddings in the last year, and am writing this, as a newlywed that recently planned my own wedding. After going to all these weddings, I found myself constantly saying “Why did they spend money… Read more »

In the news: How You Can Use Leftover Savings in College Accounts

Posted on September 15, 2016

We talk to our clients so much about being prepared for retirement, and that often means being able to pay for their children’s education. But if you have saved for Stanford and your kid gets a full athletic scholarship, you could have a lot of investable assets left over in your college savings accounts. Since… Read more »

In the news: Where to Start when Choosing a Medicare Plan

Posted on August 25, 2016

As financial planners, we are interested in every decision with a dollar sign. With the fall coming up soon, many retirees will be making one of the big decisions: Medicare during its Annual Enrollment Period. Since most people don’t deal with Medicare until they’re 65, our clients want to learn more about what Medicare is,… Read more »

How to Save for College – College Planning

How to Save for College – College Planning Webinar

Posted on September 1, 2016