Dave Erlich, CFP®, CRC®

Vice President, Wealth Advisor

NMLS# 753091

Boston, MA - Wealth Management Office

75 State Street, 18th Floor
Boston, MA  02109

  • Joined Cambridge Trust in 2022
  • B.A., Colby College, 2002
  • CFP® (Certified Financial Planner) professional since 2022
  • CRC® (Certified Retirement Counselor) designation holder since 2013
  • Member, Boston Estate Planning Council
  • Member, Financial Planning Association® (FPA®)
  • Prior work experience at Clarfeld Citizens Private Wealth, Bank of America, FleetBoston Financial

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