Eric McKenrick, CFP®, ChFC®, CLU®
Eric McKenrick holds three of the most coveted designations in the financial planning industry. First, Eric holds the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation1, awarded to those professionals who must master nearly 100 integrated financial planning topics, including investment planning, tax planning, retirement planning, estate planning, risk management, insurance, and financial management. In addition to completing a comprehensive curriculum approved by the CFP® Board, professionals are required to complete continuing education and approved ethics courses to ensure their competency. Eric also holds the professional designation of a Chartered Financial Consultant (ChFC®)2 and is a CLU®3; both designations provide additional education in the fields of behavior finance, neuro-economics, advanced business planning, and additional insurance law coursework.
Eric is also a Retirement Planning Specialist, which is a title awarded by Equitable Advisors, and is based upon receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania. At U Penn, Eric was fortunate enough to be able to speak with professors and scholars who have directly impacted our countries policies on Social Security, Medicare, and various healthcare efforts.
Eric joined Equitable Advisors after graduating from the University at Buffalo and being honorably discharged from the US Marine Corps in 2009, where he served overseas as part of Operation Enduring Freedom. Operation Enduring Freedom was part of the military operations that took place after the tragic events of 9/11 and is defined by the U.S. combatting terrorism and piracy in the Horn of Africa.
The focus of Eric’s practice is helping families in Western New York prepare for retirement by building customized financial plans. The BlackOak Group and Equitable Advisors, pride themselves on exemplary client service with a focus on identifying your concerns and aligning those concerns with the education and products needed to make sound financial decisions.
Eric has been integral to the growth of the Equitable Advisors branch in Williamsville, NY by building his own team and perpetuating the values instilled in him through his success in both civilian and military endeavors.
As education is paramount when managing finances, Eric is also pursuing a Masters in Financial Services. If you have questions about your financial future, please don’t hesitate to reach out, he makes himself available through his phone and email, day, or night, and would love to introduce our teams’ process and advantages.
- National Leaders Corps
Office: (716) 626-2552
Fax: (716) 631-4764
1. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.↩
2. A ChFC® is The Highest Standard of Knowledge and Trust in Financial Planning. Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential.↩
3. The CLU® is widely considered to be the most respected insurance designation in the industry. This designation was created in 1927 by the American College in Bryn Mawr, Pa. The CLU®; has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes.↩
i. Disclosure – The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Equitable atretirement@Equitable-equitable.com