February 7, 2025

Deabruak

The business lovers

About Eric Weschke

About Eric Weschke

Eric Weschke has dedicated nearly three decades to the financial services industry, educating thousands in the New York area through his extensive experience in financial education.

A former host of Smart Planning Radio, a well-regarded financial program in New York, Eric has used his platform—along with publications, free educational seminars, and workshops—to assist countless individuals, families, and businesses in navigating their financial futures.

His passion for financial advising stems from a personal connection—his mother was among the first women to work on the New York Stock Exchange trading floor in the late 1960s. Inspired by her groundbreaking role, Eric Weschke is committed to helping others achieve financial security and confidence in their plans.

With a strong foundation in institutional investment theory and comprehensive financial planning, Eric specializes in tax-efficient retirement income solutions, asset protection, and risk management. He holds a Bachelor of Science in Finance and Management Information Systems, graduating with honors from the University at Albany.

Key Accomplishments:

  • Former National Speaker for corporations across the U.S. on Financial Strategies for a Successful Retirement.
  • Previously served as the Chief Technical Analyst for the Swing-Trader Market Newsletter.
  • Contributed as a Senior Executive Syndicate Underwriting Team Member for a $20 million Initial Public Bond Offering.
  • Managed and executed institutional pension fund orders for IGHL.
  • Formerly Senior Executive VP Lending Officer & North East Regional Planner for First National Bank of Arizona.
  • Recognized #1 Representative in the USA for Northwestern Mutual, as published nationally.
  • Held roles as a Retail Manager and Senior Financial Advisor, holding Series 24, 7, and 63 licenses.
  • Earned multiple industry awards and national recognition for excellence in financial services.
  • Named Advisor of the Year in 2003 by Comprehensive Planning for outstanding first-year performance.
  • 1031 Exchange Specialist, licensed in Investment Advisory Services, Life, Health, and Disability Insurance.

Residing in Long Island, NY, Eric has been happily married for 26 years and cherishes time with his two daughters. His ultimate goal is to empower his clients with financial stability and the peace of mind they deserve in retirement.