Erik Pflaum, CFP, QPA, AIF

Senior Client Manager

Erik Pflaum joined Marsh & McLennan Agency’s (MMA) Retirement Services Division in 2017. In his role as Senior Client Manager, Erik works to ensure MMA clients and their employees are receiving the most effective retirement plan solutions and service with respect to their specific needs and objectives.

Before joining MMA, Erik worked in a similar role as a Retirement Service Support Specialist for another firm.

Erik is dedicated to bringing the best possible solutions to his clients as evidenced by his numerous designations. Erik holds the Certified Financial Planner (CFP®), Chartered Retirement Plan Specialist (CRPS®), Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) designations and holds the California Life & Health Insurance license, Series 6, Series 63, and Series 65 (Securities licensed with MMA Securities LLC, Member FINRA/SIPC). Erik earned a BS in mathematics and a BS in education from Oregon State University.

Phone +1 858 587 7529
Mobile Phone +1 858 285 0486