Eric Niergarth, CFP®, RICP® Retirement Roadmap Financial Planning

About Eric Niergarth, CFP®, RICP®

Eric Niergarth, CFP® holds over a decade of financial services experience. He is passionate about helping people prepare for and transition into their ideal retirement.

Before founding Retirement Roadmap Financial Planning, Eric was a Financial Planner under two of the most sought after Wealth Management firms in San Diego, where he helped high-earning and high-net-worth families work towards their ideal retirement.

Prior to that Eric worked with financial advisors at TD Ameritrade Institutional. There he was able to gain valuable experience through consulting advisory firms on a magnitude of industry topics.

Away from the office, Eric can be found spending time with his wife and two kids. He enjoys hiking, surfing, sailing, pickleball, and golf.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Cash Flow/Budgeting
  • Financial Life Planning
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Quarterly Fee: $500+/qtr
  • Flat Fee: $5000+/engagement
  • Hourly Fee: $299+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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