With over 30 years of experience in the financial services industry, Eric Weschke has dedicated his career to helping individuals, families, and retirees achieve financial confidence and lasting stability. A respected educator and speaker, Eric has taught thousands of financial education classes throughout New York and formerly hosted Smart Planning Radio, a popular program focused on practical financial strategies. Inspired by his mother—one of the first women to work on the floor of the New York Stock Exchange—Eric’s lifelong mission has been to empower others through financial literacy and sound planning.

Eric earned his Bachelor of Science with a double major in Finance and Management Information Systems, graduating with honors from the University at Albany. His expertise spans institutional investment theory, comprehensive financial planning, and tax-efficient retirement income strategies, with an emphasis on asset protection and risk management. Throughout his distinguished career, Eric has served as a national speaker, Chief Technical Analyst for the Swing-Trader Market Newsletter, and held senior executive roles at major financial institutions. He has received numerous industry awards, including being named Advisor of the Year by Comprehensive Planning and recognized nationally as the #1 representative for Northwestern Mutual.

Residing in Long Island, NY with his wife of over twenty-six years and their two daughters, Eric continues to bring clarity and confidence to those planning their financial futures. His passion lies in helping clients achieve the financial peace of mind in retirement that they rightfully deserve.