About Eric Weschke
With nearly 30 years in financial services, I have built a career dedicated to helping individuals, families, and businesses achieve financial stability. My background includes:
- Former host of "Smart Planning Radio" – educating New Yorkers on financial strategies.
- National speaker on retirement and investment strategies, guiding audiences across the U.S.
- Founder of Advancedfolio Capital Management, committed to comprehensive and client-focused financial planning.
- Institutional investment expertise, specializing in strategic portfolio management and risk assessment.
My foundation in finance began early, influenced by my mother, who broke barriers on the New York Stock Exchange floor in the late 1960s. After earning a double major in Finance and Management Information Systems with Honors from the University at Albany, I worked with top financial institutions, gaining invaluable experience in investment banking, portfolio management, and corporate financial planning.
I believe in constant communication and transparency, ensuring my clients feel confident in their financial strategies. Through my work, I aim to provide clear, actionable advice that leads to long-term financial growth and security.
When I’m not managing portfolios or educating clients, I enjoy spending time with my wife of 26 years and our two daughters in Long Island, NY.