BIOGRAPHY OF ERIC J. SWIERCZEK CLU, ChFC
Eric J. Swierczek has proudly served the financial service community since 1998. He has assisted both personal and business clients in the individual and corporate planning arena for over three decades. Eric earned his undergraduate degree in 1985 from the University of Toledo in Corporate Finance, and has earned many prestigious designations in this and other industries.
Some of these advanced designations include:
Chartered Financial Consultant (ChFC) - This advanced program focuses on the comprehensive financial planning process as an organization to collect and analyze information on a client’s total financial situation; to identify and prioritize specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve these goals. Since it’s inception in 1982, more than 40,000 individuals have met the educational, experience, and ethics mandate necessary to earn this prestigious designation.
Chartered Life Underwriter (CLU) - The CLU designation is the undisputed professional credential for persons involved in helping clients protect, accumulate, preserve, and distribute the economic values of the lives that they are chosen to protect. Since the first exams were held in 1928, more than 93,000 individuals have earned their CLU designation.
Eric has recently served as President of the Denver Chapter of the National Association of Insurance and Financial Advisors (NAIFA). This peer elected position is reserved for only the most respected and experienced financial advisors throughout Colorado. Eric holds numerous NASD registered securities licenses including his 6, 63, 7 and 66. This allows him to utilize an almost unlimited number of products and services to help meet his clients' needs. Eric is also an Investment Advisory Representative meaning he has the ability to manage client funds under a fiduciary relationship. Eric’s loyalty is to his clients first which is why he remains an independent advisor without allegiance to any one financial service provider or insurance company. This freedom allows him to meet the unique needs of each individual client. Eric is registered with United Planners Financial Services of America, LLC of Scottsdale, AZ.
Mr. Swierczek feels that he possesses the skill of making powerful financial planning concepts and tools easily understandable to his clients. He specializes in helping clients preserve their financial nest eggs, and helping business owners, physicians and other professionals accumulate dollars for future goals.