Eric McKenrick holds three of the most coveted designations in the financial planning industry. First, Eric holds the CERTIFIED FINANCIAL PLANNER™(CFP®) designation, awarded to those professionals who must master nearly 100 integrated financial planning topics, including investment planning, tax planning, retirement planning, estate planning, risk management, insurance and financial management. In addition to completing a comprehensive curriculum approved by the CFP® Board, professionals are required to complete continuing education and approved ethics courses to ensure their competency. Eric also holds the professional designation of a Chartered Financial Consultant (ChFC®) and is a Chartered Life Underwriter (CLU®); both designations provide additional education in the fields of behavior finance, neuro-economics, advanced business planning, and additional insurance law coursework.
The title of Retirement Planning Specialist, awarded by Equitable Advisors, is based upon receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania, where Eric was fortunate enough to be able to directly study with professors and scholars who have directly impacted our countries policies on Social Security, Medicare, and various other financial planning topics that impact our client base.
Eric joined the Buffalo office after graduating from the University at Buffalo and being honorably discharged from the US Marine Corps in 2009, where he served overseas as part of Operation Enduring Freedom. Operation Enduring Freedom was part of the military operations that took place after the tragic events of 9/11 and is defined by the U.S. combatting terrorism and piracy in the Horn of Africa.
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.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.