Erik Schwarz, CFP®, ChFC®Senior Business Development Manager
Erik Schwarz has been in the financial services industry since 2004 and with ESL Investment Services since 2010. His many years of experience paired with his CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC) designations well position Erik to assist with the unique financial goals and priorities for each customer. As Senior Business Development Manager, Erik works closely with the ESL Investment Services team in an effort to deliver a superior client experience. His day-to-day responsibilities include oversight, coaching, and support of the Wealth Managers, assisting them to exceed expectations. Together, they offer clients tailored resources and strategies to work toward their specific goals and objectives.
Erik’s previous ESL experience includes working with high-net-worth individuals and business owners in the Rochester community, aiding with financial planning and asset management needs.
Outside of the office, Erik enjoys spending time cooking, golfing, skiing, and enjoying the outdoors with his wife, daughter, and son. You may even see Erik at local German festivals playing the accordion.
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