Eric Sajdak, Chfc®

Eric Sajdak, Chfc® Email and Phone Number

I help retirees build secure, tax-efficient income in retirement. @ Safeguard Wealth Management
green bay, wisconsin, united states
Eric Sajdak, Chfc®'s Location
Rhinelander, Wisconsin, United States, United States
Eric Sajdak, Chfc®'s Contact Details
About Eric Sajdak, Chfc®

Eric Sajdak, Chfc® is a I help retirees build secure, tax-efficient income in retirement. at Safeguard Wealth Management. He possess expertise in investments, college planning, college funding strategies, strategic financial planning, wealth management and 20 more skills.

Eric Sajdak, Chfc®'s Current Company Details
Safeguard Wealth Management

Safeguard Wealth Management

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I help retirees build secure, tax-efficient income in retirement.
green bay, wisconsin, united states
Employees:
3
Eric Sajdak, Chfc® Work Experience Details
  • Safeguard Wealth Management
    Partner
    Safeguard Wealth Management 2019 - Present
  • Safeguard Wealth Management
    Head Of Research
    Safeguard Wealth Management 2019 - Present
  • Fox River Capital
    Chief Investment Officer
    Fox River Capital Jan 2016 - 2019
    Fox River Capital is a Quantitative Investment Manager. To boil it down: We use math to help people make money in the market. We work with long-term risk-conscious investors.Traditional stock and bond portfolios won't act any differently in the next stock market crash than they did in the past. “Insanity” was defined by Albert Einstein as “Doing the same thing over and over again and expecting different results.” The Fox River Capital DifferenceWe make portfolio decisions in a rigid, rules-based, quantitative framework. Our strategies are based upon rigorous in-sample and out-of-sample testing and we pride ourselves on the simplicity and repeatability of our process.No one person can be an expert at everything. That's why we take a team approach to wealth management. We are a fee-only Registered Investment Advisor in Wisconsin that does not charge or accept commissions or referral fees on products like life insurance, annuities, mutual funds, etc. Visit Fox River Capital’s website to learn more: www.FoxRiverCapital.com
  • Sajdak Lenz Investments
    Managing Partner
    Sajdak Lenz Investments May 2014 - Dec 2015
  • Transamerica Financial Advisors, Inc.
    Investment Advisor Representative
    Transamerica Financial Advisors, Inc. Jan 2013 - May 2014

Eric Sajdak, Chfc® Skills

Investments College Planning College Funding Strategies Strategic Financial Planning Wealth Management Quantitative Finance Networking Options Strategies Goal Oriented Team Building Financial Advisory Talent Acquisition Finance Retirement Planning Securities Retirement Finra 401k Consistency Estate Planning Insurance Financial Planning Public Speaking Sales Teamwork

Eric Sajdak, Chfc® Education Details

Frequently Asked Questions about Eric Sajdak, Chfc®

What company does Eric Sajdak, Chfc® work for?

Eric Sajdak, Chfc® works for Safeguard Wealth Management

What is Eric Sajdak, Chfc®'s role at the current company?

Eric Sajdak, Chfc®'s current role is I help retirees build secure, tax-efficient income in retirement..

What is Eric Sajdak, Chfc®'s direct phone number?

Eric Sajdak, Chfc®'s direct phone number is +192084*****

What schools did Eric Sajdak, Chfc® attend?

Eric Sajdak, Chfc® attended The American College Of Financial Services, University Of Wisconsin-Oshkosh, Freedom High School.

What skills is Eric Sajdak, Chfc® known for?

Eric Sajdak, Chfc® has skills like Investments, College Planning, College Funding Strategies, Strategic Financial Planning, Wealth Management, Quantitative Finance, Networking, Options Strategies, Goal Oriented, Team Building, Financial Advisory, Talent Acquisition.

Who are Eric Sajdak, Chfc®'s colleagues?

Eric Sajdak, Chfc®'s colleagues are Conor Jonasson, Cfp®, Tony Hellenbrand, Cfp®, Andy Schroeder, Cfa.

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