About Us
We provide comprehensive, tax-efficient retirement planning that helps you get to (and through) retirement with confidence.
Eric Niergarth, CFP®
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.
Professional Designations & Affiliations
Comprehensive retirement financial planning requires specialization. We have the expertise to support you along this important journey.
ERIC NIERGARTH IS A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Take the first step towards securing and feeling confident about your financial future