About Us
We provide comprehensive, tax-efficient retirement planning for a flat-fee that helps you get to (and through) retirement with confidence.
Eric Niergarth, CFP®
Eric Niergarth, CFP® holds over a decade of financial services experience. He is passionate about helping people prepare for and transition into their ideal retirement.
Before founding Retirement Roadmap Financial Planning, Eric was a Financial Planner under two of the most sought after Wealth Management firms in San Diego, where he helped high-earning and high-net-worth families work towards their ideal retirement.
Prior to that Eric worked with financial advisors at TD Ameritrade Institutional. There he was able to gain valuable experience through consulting advisory firms on a magnitude of industry topics.
Away from the office, Eric can be found spending time with his wife and two kids. He enjoys hiking, surfing, sailing, pickleball, and golf.
Professional Designations & Affiliations
Comprehensive retirement financial planning requires specialization. We have the expertise to support you along this important journey.
ERIC NIERGARTH IS A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. Eric’s profile can be found Here.
ERIC NIERGARTH IS A RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®)
A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
ERIC NIERGARTH IS A MEMBER OF FEE-ONLY NETWORK
Fee-Only Network is a vetted, professional online database of Fee-Only financial advisors across the country. Fee-Only financial advisors are compensated only by the fees they directly charge to clients and not by commissions earned from a sale of a financial product. Eric’s profile can be found Here.
ERIC NIERGARTH IS A NAPFA FINANCIAL ADVISOR
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Eric’s profile can be found Here.
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