Eric McKenrick

Experience

1. Certified Financial Plannertm Professional, Retirement Planning Specialist, Financial Advisor

   Equitable Advisors

   Jan 2020 — Present · Williamsville, NY, US

   Our team of 30 Financial Professionals is second to none, as is the detailed process we take with our clients. Our aim is to provide the best client experience possible, taking our time to build meaningful relationships with the clients we help, listening to their goals and objectives and aligning them with the education and strategies one needs to work towards financial success. Disciplined Investing, Risk Management, Generational Wealth Transfer Strategies, and Business Planning are only a few of the arenas we work in. Our process is designed to give the highest level of service to anyone, whether you’re a young professional who is starting a family, or a retiree who is thinking about preserving their legacy, we would love to introduce our team and our process. As a United States Marine, I have seen through my deployments how poverty impacts lives. My personal goal is to help each person I see maximize the tremendous amount of opportunities present here in our great country. Semper Fidelis is Latin for Always Faithful, the Marine creed; this simple saying is the basis for my relationship to my team, and my clients. Our promise is honesty, integrity, and an educational experience. If you want to learn more, we are here to listen and provide insight. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Skills

• Insurance Strategies
• Estate Planning Strategies
• Wealth Management
• Investment Planning
• Retirement Planning