Eric Kearney, President and Senior Investment Advisor of Retirement Wealth Advisors LLC, has been serving affluent clients since 2001. As an experienced advisor, Eric utilizes a panoramic approach to retirement planning, income strategies and assisting his clients in achieving their financial goals. Through education, he navigates his clients through all of the financial decisions in the various stages of retirement. He also helps create and execute customized portfolios, design tax strategies and real estate plans that guide his clients all throughout their successful retirement.
Eric persists to educate himself, staying at the forefront of long-term retirement planning and investments in order to better serve his clients. Eric is a fiduciary, holds a Series 65 securities license as well as a Life and Health Insurance license.
Eric has co-authored a book with Steve Forbes entitled Successonamics, has written articles for Fortune magazine, and was interviewed for The Suit magazine. His weekly radio show WealthWorx Radio can be heard on 92.5 FOX, and his weekly TV show Retirement Talk with Eric Kearney can also be seen on FOX4 and CW. Eric continues to educate the community on his blog, www.erickearneyblog.com and has been teaching a wealth management course titled Foundation for Retirement at both Florida Southwestern and Florida Gulf Coast University for pre and post- retirees for over 10 years. Eric has always believed in educating investors and continues to educate his current clients all throughout their retirement.
Growing up in the tax and financial services business with his mother, Eric continues to pioneer sophisticated strategies that help protect his clients from volatile and risky financial markets while helping them grow their net worth. He will challenge your status quo, call it like he sees it, all in his laid-back manner. Eric has been an advocate for his client’s best interest since day one.
At Retirement Wealth Advisors LLC, we are committed to excellence in everything we do. Our goal is to exceed our client’s expectations every step of the way. As an independent financial planning firm, we are not tied to any investment and can properly decide what is appropriate for the client through the entire financial planning process. Furthermore, we are fiduciaries, which means we are required by law and by license to act in our clients’ best interest. Our independence and fiduciary responsibility are vital in delivering objective, unbiased recommendations for the affluent client base that we serve.
Finally, Eric is a horrible golfer, a better boater and believes in giving back to the community. As an avid animal lover and pet owner to a 3-year-old Border Terrier, Bruno, Eric supports the Humane Society, donating over 3,000 pounds of pet food each year.