Eric Niergarth (CFP®)
Eric Niergarth focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Entrepreneurs
Planning Specialties
Flat-Fee Financial Advisor Retirement Income Strategies Retirement Tax Strategist Investment ManagementAdditional Information
Eric Niergarth, CFP® holds over a decade of financial services experience. He is passionate about helping people prepare for and transition into their ideal retirement. Before founding Retirement Roadmap Financial Planning, Eric was a Financial Planner under two of the most sought after Wealth Management firms in San Diego, where he helped high-earning and high-net-worth families work towards their ideal retirement. Prior to that Eric worked with financial advisors at TD Ameritrade Institutional. There he was able to gain valuable experience through consulting advisory firms on a magnitude of industry topics. Away from the office, Eric can be found spending time with his wife and two kids. He enjoys hiking, surfing, sailing, pickleball, and golf.NAPFA Start Date
November 15, 2022
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