Banner Wealth and Investment Services - Aericka Mata

Personal philosophy

Aericka understands that financial planning looks different to everyone and has both a financial and an emotional component. This sensitivity enables her to guide clients to focus on what is most important to them when creating a comprehensive financial plan. Her ultimate goal? Helping clients feel empowered when making important financial decisions and to trust that they don’t have to make them alone.

In her spare time, she enjoys writing, camping, fishing and spending time with her husband and three kids. She’s also a volunteer for the Kennewick Hot Mess Express, the local chapter of a national women-led nonprofit that helps women with cleaning, organizing and meal prep.

A customized approach

Aericka brings a diverse set of skills and experience to her work as a Certified Plan Fiduciary Advisor (CPFA) and Retirement Income Certified Professional (RICP). Her background in team leadership, community engagement and financial planning, along with expertise in both insurance and investing, all inform her approach. She partners with her clients to create financial plans that will benefit them and their families today and tomorrow.

A qualified advisor

• Certifications: FINRA Series SIE, 6, 7 and 63, registered through LPL Financial
• Life and Health Insurance Licenses

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Wealth and Investment Services are not registered as a broker-dealer. Registered representatives of LPL offer  products and services using Banner Wealth and Investment Services, and may also be employees of Banner Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Banner Bank or Banner Wealth and Investment Services. Securities and insurance offered through LPL or its affiliates are:

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Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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