Perennial

Pacific Premier Bank is now Columbia Bank. Columbia Bank helps people, businesses and communities find financial solutions that fit. We do so by treating our customers like people, not numbers. We get to know them and find products and services that meet their needs and goals. And we give back to the communities we serve because it helps us all. Columbia Bank offers the best of both worlds - the financial expertise and strength of a national bank with the customer service and care of a community bank.

Our founder, Erika, started in the financial services industry in 2010 working for a wealth management firm that provided retirement plan consulting to local businesses and wealth management services for high-net-worth clients. She started the company that became Point Sur Advisors in 2016. Some of the guiding principles are being able to provide investment advice and retirement plan design that are actionable by the client. We are advisors who are accessible to our clients and their other advisors. We work to bring ideas to our clients to solve some of their most pressing financial concerns—whether it’s an ever-changing regulatory environment for retirement plan sponsors or help managing assets to carry on a legacy the next generation.

If you're looking for a financial advisor in the Central Coast area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.