About Eric Weschke

Eric has taught thousands of classes on financial education in the New York area, with over 29 years of experience in the financial services industry.

Eric is the former host of "Smart Planning Radio," a popular financial radio show in New York. Through his radio show, publications, and numerous free educational seminars and workshops, Eric has helped countless individuals, families, and businesses address their financial needs and goals.

Eric's mother was one of the first women to work on the floor of the New York Stock Exchange in the late 60s. Helping people achieve a secure future and having confidence in their financial plan are the primary reasons why Eric became a financial advisor.

Eric has an extensive background in institutional investment theory and comprehensive financial planning focusing on tax-efficient retirement income solutions, asset protection and risk management.

His background includes a Bachelor of Science Double Major in Finance and Management Information Systems with Honors from University at Albany.

Some of Eric's accomplishments include:

  • Former National speaker for various corporations throughout U.S. regarding Financial Strategies for a Successful Retirement;
  • Formerly the Chief Technical Analyst for the Swing-Trader Market News Letter;
  • Member of a Senior Executive Syndicate Underwriting team for a 20 million dollar Initial Public Bond Offering;
  • Overlooked and executed orders for the Institutional Pension Fund IGHL;
  • Formerly the SR Executive VP Lending Officer and North East Regional Planner for First National Bank of Arizona;
  • Published Nationally as the #1 Representative in the USA for Northwestern Mutual
  • Eric was retail manager and senior financial advisor with a Series 24, 7, 63 license
  • Eric holds numerous industry awards and has achieved national recognition in his field of study with his affiliations. 
  • Eric was recognized by Comprehensive Planning as Advisor of the Year in 2003 based on all around performance 1st yr.
  • Eric is a 1031 Exchange Specialist and is licensed in Investment Advisory Services and Life/Health and Disability Insurance as well! 

Eric lives in Long Island, NY with his wife of twenty-six years and his two daughters. 

Eric's passion is helping his client achieve the financial stability and peace of mind in retirement that they rightfully deserve.

Book a Call With Eric Today!