About Us

Our Committment

Ercilia Donnelly provides a simple, clear and focused approach to financial planning, investment management, and planning retirement. Our team is committed to serving your best interests and achieving the financial freedom you deserve.

Your Experience

Working with Ercilia and the team is like having a partner for all those important decisions in life, along with an engaged community member always willing to lend a hand or provide a referral for local services.

Educator Background

With twenty-seven years of combined experience in Education and the Financial Services industries, Ercilia’s passion is helping educators, individuals, and families plan and deliver a successful retirement. She holds a Doctorate Degree in Organizational Leadership. Her doctoral dissertation "California School Teachers: Retirement and Financial Satisfaction" is a study of the factors leading to the ability to retire early (55 years) with adequate resources.

Meet the Team

At E.D. Financial Services our team of professionals delivers
powerful financial services with extensive experience and
specialized knowledge. We take a proactive, team-based approach
to streamline every phase of the process. Our comprehensive and
efficient methods ensure clients receive the highest quality service
available in the industry.

Ercilia Donnelly, Ed.D., BFA, CA Insurance License #0E55996

Financial Advisor

(831) 421-9361

(831) 421-9362

edonnelly@ironpointadvisors.com

Ercilia has twenty-seven years of combined experience in Education and the Financial Services industries. Her passion is helping clients plan and deliver a successful retirement. Ercilia started her career at the office of Zuk and...

Trisha King, CA Insurance License #0B21705

Account Executive

(831) 421-9361

(831) 421-9362

tking@ironpointadvisors.com

Trisha started working with E.D. Financial Services in 2010. She has thirty years of combined experience in Banking, Bank Compliance and Financial Services industries. She holds licensing for FINRA Series 6, 63 with Osaic Wealth, Inc.,...

Tammy Norman, CA Insurance License #0M85034

Registered Administrative Associate

(831) 421-9361

(831) 421-9362

tammynorman@ironpointadvisors.com

Tammy started working at E.D. Financial Services in 2012. She has over forty years experience in the Mortgage Title, Office Management, and Financial Services industries. She holds CA Insurance License (#0M85034) and FINRA Series 6, 63...

Stephanie Herrera

Administrative Assistant

Stephanie started working with ED Financial Services since 2024. She has seven years in customer service, new accounts and financial services industries. Stephanie holds a bachelor’s degree in Human Development from Sonoma State...

Bianca Falkenstrom CA Insurance License #4542656

bfalkenstrom@ironpointadvisors.com

Bianca started working for ED Financial Services in 2025. She holds a Bachelors Degree in Business Management Economics from the University of California, Santa Cruz. She holds licensings for FINRA Series 7 and Series 66 with Osaic Wealth..