Erik Schuster, Cfp®, Mba Email and Phone Number
Erik is a Retirement and Tax Planner at Proper Retirement, a comprehensive financial services firm helping families understand how taxes affect their retirement. An advisor since 2013, Erik uses his natural skill set in math and numbers to build a holistic plan for hardworking people to enjoy a well-deserved retirement. Driven to better the entire retirement industry and have a positive impact on his clients’ lives, he thrives off seeing them realize lifelong goals and gain the time and financial freedom to grow personally.Prior to creating his own firm, Erik gained industry experience at The Vanguard Group and Thrive in the areas of high-net-worth financial planning, tax strategies, and estate management. He holds a bachelor’s degree from West Chester University, an MBA from St. Joseph’s University, and the CERTIFIED FINANCIAL PLANNER™ designation. Upholding the standards of CFP® professionals, Erik embraces an unwavering commitment to prioritize clients’ investment well-being. In 2023, he received a Wealth Management Industry Award as a rising star honoree (1 of 13) and was added to AdvisorHub’s “100 Registered Investment Advisors” to watch (#59).Outside the realm of financial planning, Erik teaches a Retirement Planning and Preparedness course at Temple University’s Olli program, actively contributes on the Board of Directors for the nonprofit Family Services of Montgomery County, and owns a rental real estate company with his wife, Laura. When he’s not working, Erik finds solace in the company of his beloved wife and their three children, Beau, Brett, and Ellie. In the small amount of available time outside of family, he enjoys golfing, skiing, snowboarding, traveling, and working out.To schedule a complimentary meeting, call 484-580-2118 or email Erik.Schuster@ProperRetirement.com. To learn more about Proper Retirement and its services, visit properretirement.com.𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘓𝘓𝘊 ("𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭") 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 ("𝘙𝘐𝘈"), 𝘭𝘰𝘤𝘢𝘵𝘦𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘊𝘰𝘮𝘮𝘰𝘯𝘸𝘦𝘢𝘭𝘵𝘩 𝘰𝘧 𝘗𝘦𝘯𝘯𝘴𝘺𝘭𝘷𝘢𝘯𝘪𝘢. 𝘗𝘳𝘰𝘱𝘦𝘳 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘢𝘯𝘥 𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘧𝘰𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭𝘭𝘺.
Proper Retirement
View- Website:
- ProperRetirement.com
- Employees:
- 2
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Founder And Financial PlannerProper RetirementWayne, Pa, Us -
Founder & Financial PlannerProper Retirement Mar 2024 - PresentWayne, Pa, UsActing as your family CFO, we educate families on their current financial situation and provide comprehensive planning to navigate all the complexities of retirement. Our services include:Tax Planning, Cash Flow Strategy, Roth Conversions, Social Security Timing, Healthcare Coverage, and Estate Planning. To learn more, visit properretirement.com. -
Financial PlannerThrive Financial Services Feb 2021 - Mar 2024Fort Washington, Pennsylvania, UsI help families who have concerns that tax increases could significantly reduce their retirement assets. -
Financial ConsultantVanguard Nov 2012 - Feb 2021Valley Forge, Pa, UsFinancial planner to high net-worth families -
Client RelationsAmbrose Wealth Management Jan 2011 - Nov 2012
Erik Schuster, Cfp®, Mba Education Details
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Saint Joseph'S UniversityGeneral -
West Chester University Of PennsylvaniaGeneral
Frequently Asked Questions about Erik Schuster, Cfp®, Mba
What company does Erik Schuster, Cfp®, Mba work for?
Erik Schuster, Cfp®, Mba works for Proper Retirement
What is Erik Schuster, Cfp®, Mba's role at the current company?
Erik Schuster, Cfp®, Mba's current role is Founder and Financial Planner.
What schools did Erik Schuster, Cfp®, Mba attend?
Erik Schuster, Cfp®, Mba attended Saint Joseph's University, West Chester University Of Pennsylvania.
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