Eric Weschke has delivered thousands of financial education classes throughout the New York area, bringing with him over 29 years of experience in the financial services industry.
He previously hosted “Smart Planning Radio,” a well-regarded financial radio program in New York. Through this platform—along with his published works and numerous complimentary seminars and workshops— Eric Weschke has guided countless individuals, families, and businesses in addressing their financial goals and concerns.
Eric’s passion for financial advising stems from his mother’s groundbreaking career as one of the first women to work on the floor of the New York Stock Exchange in the late 1960s. Helping people feel secure and confident about their financial future remains at the heart of his work.
With an extensive background in institutional investment strategies and holistic financial planning, Eric specializes in tax-efficient retirement income strategies, asset protection, and risk management.
Academically, Eric holds a Bachelor of Science degree with a double major in Finance and Management Information Systems, graduating with Honors from the University at Albany.
Some of Eric’s professional achievements include:
- Former National Speaker for multiple corporations across the U.S., delivering presentations on “Financial Strategies for a Successful Retirement”
- Previously served as Chief Technical Analyst for the Swing-Trader Market Newsletter
- Member of a Senior Executive Syndicate Underwriting team responsible for a $20 million Initial Public Bond Offering
- Managed and executed institutional orders for the Pension Fund IGHL
- Former Senior Executive Vice President Lending Officer and Northeast Regional Planner at First National Bank of Arizona
- Recognized nationally as the #1 Representative in the United States for Northwestern Mutual
- Served as Retail Manager and Senior Financial Advisor, holding Series 24, 7, and 63 licenses
- Holder of multiple industry awards and recognized nationally for his expertise and professional achievements
- Named Advisor of the Year by Comprehensive Planning in 2003, based on overall first-year performance
- Certified 1031 Exchange Specialist and licensed in Investment Advisory Services as well as Life, Health, and Disability Insurance
Eric resides in Long Island, New York, with his wife of twenty-six years and their two daughters.
His ultimate passion is helping his clients achieve the financial confidence and retirement peace of mind they have worked so hard to deserve.
