Serving New York
Eric C. Schwilk, CFP®, is an LPL Financial Advisor as well as a designated 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 thirty years of experience in the financial services industry, he is dedicated to providing Kinecta members 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.
Eric holds the following registrations through LPL Financial: Series 7, 31, 63 and 65. Additionally, Eric holds his Life and Health Insurance License, as well as Long Term Care NY State Partnership.
Eric is registered for Securities in the following states: AL, AZ, CA, CT, DE, FL, GA, IL, MD, MA, MI, MO, NJ, NY, NC, OH, SC, TX, VA, WA, WV, and WI.
Check the background of this investment professional on FINRA’s BrokerCheck.®