Professional

Background

Eric Waggoner is a Wealth Management Advisor with, and the Managing Director of, the Waggoner Financial Group of Northwestern Mutual in East Lansing, Michigan. He is an alumnus of Michigan State University where he graduated with bachelor's degrees in mathematics and astrophysics as well as a master’s degree in mathematics. In addition, Eric was a proud member of the Spartan wrestling team.

Before joining Northwestern Mutual as a financial advisor in 2007, Eric taught mathematics and physics for several years at Michigan State University and Lansing Community College. In his free time, Eric enjoys watching football, reading books, playing chess, and spending time with friends and family.

Professional

Eric Waggoner has earned a number of professional designations including Chartered Life Underwriter (CLU®), the highest level of studies in the life insurance profession; Chartered Financial Consultant (ChFC®), the most extensive education for financial solutions professionals; CERTIFIED FINANCIAL PLANNER™ (CFP®), a distinction for financial planners rooted in education, examination, experience and ethics; and Accredited Estate Planner (AEP®),

The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

The Accredited Estate Planner (AEP®) designation is a graduate level accreditation in estate planning obtained in addition to already recognized professional credentials within the disciplines of estate planning recognized by the NAEPC: accounting (CPA); insurance and financial planning (CLU®, ChFC®, CFP®); law (JD); and trust services (CTFA). The AEP® designation is awarded by the NAEPC to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. The professionals who hold this designation offer you expertise, experience, multi-disciplinary planning, and adherence to a strict Code of Ethics providing you with the peace of mind that only expert estate planning advice can bring. The NAEPC has high standards for eligibility for this designation as well as for maintaining the designation in good standing.

Associations and Memberships

NAEPC

The National Association of Estate Planners & Councils (NAEPC) is a national organization of affiliated estate planning councils and professional estate planners focused on establishing and monitoring the highest professional and educational standards. NAEPC provides public awareness of the services rendered by multi-disciplinary professionals who meet these standards and believes that the team approach to estate planning best serves the client. 

http://www.naepc.org/

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GLEPC

The Greater Lansing Estate Planning Council (“GLEPC”) is an interdisciplinary group of accountants, attorneys, financial planners, insurance agents, trust officers, and other advisors who are engaged in estate planning. The mission of GLEPC is to provide a forum for estate planners to meet, discuss, network, and educate each other on topics of interest in their respective fields

http://glepc.com/

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NAIFA

Eric Waggoner is a member of the National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Eric is also a regular National Quality Awards qualifier (2010-2014). The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

http://www.naifa.org/

 

Eric B Waggoner, CFA, CFP®, CLU®, ChFC®, AEP®

Wealth Management Advisor

 

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