Eric Weschke
Eric Weschke is a seasoned financial advisor and educator with over 30 years of experience in the financial services industry, hailing from the New York area. Eric's journey in finance is deeply rooted in a passion for helping others achieve financial security and peace of mind, inspired in part by his mother, who was a pioneering woman on the floor of the New York Stock Exchange in the late 1960s.
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Early Years and Financial Education
Eric's commitment to financial education and advising is demonstrated through his teaching of thousands of classes on financial education in New York. He holds a Bachelor of Science Double Major in Finance and Management Information Systems with Honors from the University at Albany, setting the stage for a distinguished career in financial services.
Career Highlights and Contributions
Throughout his career, Weschke has made significant contributions to the field of financial planning. As the former host of "Smart Planning Radio," Eric shared his expertise with a broad audience, further extending his impact through publications, seminars, and workshops. His expertise encompasses institutional investment theory and comprehensive financial planning, with a focus on tax-efficient retirement income solutions, asset protection, and risk management.
Eric's professional achievements are numerous and include roles such as National speaker, Chief Technical Analyst for the Swing-Trader Market News Letter, and senior positions in various financial institutions. His accomplishments also includes being published nationally as the #1 representative in the USA for Northwestern Mutual. His commitment to excellence is reflected in national recognition and numerous industry awards, including being named Advisor of the Year in 2003 by Comprehensive Planning.
Personal Life and Philosophy
Living in Long Island, NY, with his wife and two daughters, Eric values family and community. His career is driven by a desire to ensure his clients achieve financial stability and peace of mind in retirement, a testament to his dedication and passion for financial advising.
Conclusion
Eric Weschke's remarkable career is a blend of expertise, dedication, and a genuine commitment to helping others. His approach to financial planning and education not only showcases his vast knowledge and experience but also his deep-rooted desire to make a positive impact in the lives of individuals and families. As a financial advisor, educator, and radio host, Eric continues to be a guiding light for those navigating the complexities of financial planning and investment
