Portrait of Erika Pintard

Erika Pintard

Director of CRM

Based in San Diego, Erika leads CRM strategy and governance, helping teams use firmwide systems effectively, maintain reliable data, and strengthen processes across the organization.

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Erika Pintard, the Director of CRM at Mission Wealth, is crucial in supporting the Technology department. Her professional and targeted support ensures that Mission Wealth’s customer relationship management system runs smoothly and efficiently. Erika’s expertise and attention to detail allow the Technology department to focus on delivering innovative solutions to clients while she handles the day-to-day maintenance of the CRM system.

Kindness is the language which the deaf can hear and the blind can see. - Mark Twain

—Erika Pintard, Director of CRM

Personal Pursuits

When she’s not in the office, Erika Pintard enjoys an active lifestyle. She loves spending time outdoors, gardening, and listening to live music. Above all, Erika cherishes the time she spends with her family and friends.

Community Impact

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Awards

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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to Erika Pintard

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Erika and Mission Wealth may be the right fit to support your life and financial goals.