Eric Josef Schaefer
Financial Advisor
In his role as a financial advisor, Eric brings several years of diverse experience to the team. Eric was previously a financial advisor with Savant Capital Management, in McLean, Virginia. Prior to his time with Savant, Eric served as a financial planner and investment advisor for private wealth management firms in the Washington, DC and Hartford, CT areas.
Eric graduated from Virginia Polytechnic Institute and State University (Virginia Tech) in 2009 with a B.S. in Finance. While at Virginia Tech, Eric was a member of the CFP® Board approved, Financial Planning Program. Eric passed the CFP® exam in 2011 and earned the designation in 2012. Eric is also a Chartered Retirement Plan Specialist CRPS®.
Eric lives with his wife, Katie, in Arlington, Virginia. He is a member of the Financial Planning Association (FPA) and is an active member of their NexGen community. Eric volunteers as a pro bono financial counselor and instructor for Our Daily Bread in Fairfax County, Virginia, helping families understand budgeting, credit and saving.
