Eric Niergarth, CFP®
San Diego, CA
Verified Identity
Lead Financial Planner at
Retirement Roadmap Financial Planning
Years of Experience
15 years
Member Since
2023
Allow Me to Introduce Myself
*Flat-Fee Retirement Planning*
I am 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 h...
Clientele
Real Estate Agents
Retirees
Tech Employees
High Net Worth Individuals
Business Owners
Services Provided
Investment Management
Tax Planning
Financial Planning
Retirement Planning
Specialties and Expertise
Cash Flow Analysis
Tax Minimization Inv...
Retirement Income
Portfolio Construction
Credentials and Designations
Certified Financial Planner™
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Retirement Income Certified Professional®
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Pricing Models
Flat FeeHourly RateAUM
Education
Arizona State University, doctoral university in Tempe
Accounting 3.56 GPA
Obtained in 2009
Disclosures and Proof of License
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Profile Last Updated: July 9, 2025