Eric Schroll, CFP®, RICP®, ChFC®

Eric Schroll, CFP®, RICP®, ChFC®, is an Everence® Financial Planner for the Northeast Ohio core market, working out of the Hartville office. He enjoys finding out what his clients are passionate about and helping them be more effective with their financial choices so they can live more generously, be more efficient with their taxes, and better combine their faith with their financial decisions.

Eric is a CERTIFIED FINANCIAL PLANNER™ and has served in an advisory capacity on the President’s Council at Everence, the discretionary asset management committee, and a project team to create a holistic approach to financial planning.

He graduated from Cedarville (Ohio) University and has a Master’s degree from Kent State University. He worked for more than 15 years as an educator and administrator at Lake Center Christian School, as well as coaching soccer there when his children were younger. He now teaches a high school course on personal finance at Lake Center.

Eric, his wife and their three children attend the Chapel in North Canton, where he serves as an elder. He also speaks at churches and organizations on topics such as managing your money, understanding Social Security and Medicare, socially responsible investments and charitable giving. He is available to meet with individuals and couples, as well as to teach an occasional Sunday school class or lead a presentation.

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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS


Eric Schroll, CFP®, RICP®, ChFC® is licensed to discuss and/or offer financial services and/or products to residents of AZ, CA, CO, FL, ID, IN, KY, MI, NC, OH, PA, SC, TX and VA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The RICP®, and ChFC® are the property of The American College, which reserves sole rights to its use, and is used by permission.