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Financial Planning Strategist
Eric Cusek is a financial planning strategist at CIBC Private Wealth in Chicago with more than 15 years of industry experience. In this role, he works closely with relationship managers, wealth strategists and business development officers to provide clients and prospects across the country with cash flow, retirement and estate planning analyses.
Prior to joining the firm, Eric served as a paraplanner at Hannan & Associates, where he developed financial plans and serviced wealth management relationships for high net worth individuals and families.
Eric earned a Bachelor of Science in finance from Illinois State University, where he was also a four-year member for the university’s rugby team. Eric holds the CERTIFIED FINANCIAL PLANNER™ certification.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
