Eric Schwilk, CFP®, is a Financial Consultant who has earned the designation of CERTIFIED FINANCIAL PLANNERTM (CFP®), which is awarded by the Certified Financial Planner Board of Standards Inc. to individuals who undergo a rigorous qualification process and agree to abide by high standards of professional ethics and conduct. With more than twenty five years experience in the financial services industry, he is dedicated to providing each client with financial planning and investment strategies individually tailored to meet their unique financial goals. At the heart of Eric’s philosophy is a wealth management process that begins with a formal analysis that ensures a thorough understanding of a client’s financial situation.
Eric holds a Bachelor of Science degree in Business Finance from Albright College in Reading, Pennsylvania. He is active in the community as a two-time Big Brother for Big Brothers Big Sisters of Greater Rochester.
“I am committed first and foremost to a complete understanding of my client’s overall financial situation, their needs and their goals. Once this is completed, we can pursue a strategy to achieve all of their goals as conservatively as possible with the highest probability of success.” — Eric Schwilk, CFP®
Eric holds the following FINRA registrations through LPL Financial: Series 7, 63 and 65. Additionally, Eric holds his Life and Health Insurance License, as well as Long Term Care NY State Partnership and is a Retirement Income Certified Professional (RICP)®.
The advisors at Xceed Wealth Management Group offer personalized strategies that address but are not limited to:
Estate planning working with tax accountants and attorneys
Mutual funds and exchange-traded funds
Wealth preservation and insurance planning strategies