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Eric Niergarth, CFP® | Financial Advisor

Profile img for Eric Niergarth, financial advisor at Retirement Roadmap Financial Planning
San Diego, CA
Eric Niergarth, CFP®
Financial Advisor
Lead Financial Planner at
Retirement Roadmap Financial Planning

Verified Identity

Important Disclosures

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 high-earning and high-net-worth families work towards their ideal retirement.
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Specialties and Expertise

4
Cash Flow Analysis
Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction

Clientele

5
Real Estate Agents
Retirees
Tech Employees
High Net Worth Individuals
Business Owners

Credentials and Designations

2
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Certified Financial Planner™

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Retirement Income Certified Professional®

Education

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Arizona State University, doctoral university in TempeAccounting 3.56 GPAYear Obtained: 2009
Quick Facts About Eric
Years of Experience:15 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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San Diego, CA
Eric Niergarth, CFP®
Financial Advisor
Lead Financial Planner at
Retirement Roadmap Financial Planning
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