About Eric Weschke

As a second-generation financial professional and veteran of the industry, I bring both heritage and expertise to financial planning. My mother was among the pioneering women working on the exchange floor in the late 1960s, inspiring my passion for financial services.

Personal Approach

Based in Long Island, NY, I bring decades of experience and a commitment to excellence to every client relationship. At Advancedfolio Capital Management, I’ve created an environment focused on personalized service and strategic planning. My approach emphasizes both the preservation and growth of client assets, always maintaining clear communication to help clients develop the confidence they need in their financial future.

Education & Expertise

  • Bachelor of Science with Honors from University at Albany
    • Double Major in Finance and Management Information Systems
  • Investment Advisory Services Licensed
  • Life/Health and Disability Insurance Licensed
  • 1031 Exchange Specialist

Professional Background

My 29-year journey in the financial industry includes:

  • Host of “Smart Planning Radio,” a New York financial radio show
  • National speaker on retirement planning strategies
  • Chief Technical Analyst for the Swing-Trader Market Newsletter
  • Senior Executive VP Lending Officer
  • Member of IPO bond underwriting teams
  • Currently serving as President and CEO of Advancedfolio Capital Management

Recognition

Throughout my career, I’ve received multiple industry awards and national recognition, including:

  • Advisor of the Year (2003) by Comprehensive Planning
  • #1 Representative nationwide (Northwestern Mutual, 1993)
  • Recognized at the Nasdaq National Board in Times Square in Manhattan:

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Ⓒ 2024 Eric Weschke, All Rights Reserved

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