Dave Erlich, CRC®

  • Wealth Advisor
Photo of Dave Erlich


Dave works to design innovative solutions to meet the complex needs of high-net-worth individuals, families, and foundations. He has 17 years of experience, with a focus in financial planning, advisory services, investments, insurance, lending, and banking.

Prior to joining Clarfeld, Dave provided wealth advisory to clients at Bank of America.

Dave resides in Somerville, MA, and enjoys traveling, skiing, and spending time with his wife and family.