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Rick Eicheldinger, Cfp®, Ea, Clu® Email & Phone Number

Director of Financial Planning at Strategic Wealth Partners at Strategic Wealth Partners
Location: Canton, Ohio, United States 7 work roles 4 schools
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Current company
Role
Director of Financial Planning at Strategic Wealth Partners
Location
Canton, Ohio, United States
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Who is Rick Eicheldinger, Cfp®, Ea, Clu®? Overview

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Rick Eicheldinger, Cfp®, Ea, Clu® is listed as Director of Financial Planning at Strategic Wealth Partners at Strategic Wealth Partners, a with 23 employees, based in Canton, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Rick Eicheldinger, Cfp®, Ea, Clu®.

Rick Eicheldinger, Cfp®, Ea, Clu® previously worked as Director of Financial Planning at Strategic Wealth Partners and Director Of Financial Planning at Facet. Rick Eicheldinger, Cfp®, Ea, Clu® holds Lean Six Sigma Green Belt from Villanova University.

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Email format at Strategic Wealth Partners

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Strategic Wealth Partners

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About Rick Eicheldinger, Cfp®, Ea, Clu®

Rick Eicheldinger, Cfp®, Ea, Clu® is a Director of Financial Planning at Strategic Wealth Partners at Strategic Wealth Partners.

Current workplace

Rick Eicheldinger, Cfp®, Ea, Clu®'s current company

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Strategic Wealth Partners
Strategic Wealth Partners
Director of Financial Planning at Strategic Wealth Partners
independence, ohio, united states
Website
Employees
23
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7 roles

Rick Eicheldinger, Cfp®, Ea, Clu® work experience

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Director Of Financial Planning

Baltimore, Maryland, United States

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Oct 2021 - Jan 2024

Lead Planner

Baltimore, Maryland, United States

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Nov 2020 - Oct 2021

Director Of Financial Planning

Canton, Ohio Area

Affinity Wealth is a State of Ohio Registered Investment Advisor. Affinity Wealth works in a fee-only capacity in assisting clients with investment advising, financial-planning, retirement analysis, and pension consulting.We are a boutique Investment Advisory firm, working with clients in a fiduciary capacity, meaning we serve your best interest first and foremost. We align your investment goals with world-class money managers, building detailed financial-plans that encourage collaboration between all of your existing advisors. We incorporate world-class third-party software that enables clients to see all their assets in one place, updating daily, through a secure client web portal.Affinity Wealth does not accept commissions from product, third party relationship, or any strategy recommendation. For Individuals• Financial-plan construction and ongoing monitoring• Fee-only investment management• Trust and Trust administration solutions• Estate-planning and preservation • Tax-reduction strategies• Charitable giving For Small Business• 401(k) plan design, evaluation, and consultation• Executive and key-employee benefits• Succession planning and Business Exit-Strategies• Tax reduction Strategies

May 2019 - Nov 2020

Team Financial Advisor

Canton, Ohio Area

Jul 2013 - Aug 2015
Team & coworkers

Colleagues at Strategic Wealth Partners

Other employees you can reach at swpconnect.com. View company contacts for 23 employees →

4 education records

Rick Eicheldinger, Cfp®, Ea, Clu® education

Bachelor Of Arts (B.A.), History

Activities and Societies: Hobart College Football Team

FAQ

Frequently asked questions about Rick Eicheldinger, Cfp®, Ea, Clu®

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What company does Rick Eicheldinger, Cfp®, Ea, Clu® work for?

Rick Eicheldinger, Cfp®, Ea, Clu® works for Strategic Wealth Partners.

What is Rick Eicheldinger, Cfp®, Ea, Clu®'s role at Strategic Wealth Partners?

Rick Eicheldinger, Cfp®, Ea, Clu® is listed as Director of Financial Planning at Strategic Wealth Partners at Strategic Wealth Partners.

Where is Rick Eicheldinger, Cfp®, Ea, Clu® based?

Rick Eicheldinger, Cfp®, Ea, Clu® is based in Canton, Ohio, United States while working with Strategic Wealth Partners.

What companies has Rick Eicheldinger, Cfp®, Ea, Clu® worked for?

Rick Eicheldinger, Cfp®, Ea, Clu® has worked for Strategic Wealth Partners, Facet, The Affinity Group Lnc., True Wealth Design, and Hunter Associates, Inc..

Who are Rick Eicheldinger, Cfp®, Ea, Clu®'s colleagues at Strategic Wealth Partners?

Rick Eicheldinger, Cfp®, Ea, Clu®'s colleagues at Strategic Wealth Partners include Carolyn Jacks, Andrew Ferraro, Colin Symons, Matt Bures, and Robert J. Lambert, Cfa, Cmt.

How can I contact Rick Eicheldinger, Cfp®, Ea, Clu®?

You can use AeroLeads to view verified contact signals for Rick Eicheldinger, Cfp®, Ea, Clu® at Strategic Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Rick Eicheldinger, Cfp®, Ea, Clu® attend?

Rick Eicheldinger, Cfp®, Ea, Clu® holds Lean Six Sigma Green Belt from Villanova University.

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