Our goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. A second set of eyes on your financial future is always a good idea. If you want an experienced financial team to review your portfolio and financial needs, we urge you to call us at (239) 288-1575 for a complimentary evaluation. We look forward to hearing from you.
Recognized as S.W. Florida’s Premier Investment Advisor, Eric Kearney with Retirement Wealth Advisors LLC has been helping clients reach and maintain their financial goals since 2001. As a trusted advisor, Eric takes a comprehensive approach with his clients and assists them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make. He also helps to create and execute a sophisticated portfolio, as well as a tax and estate plan that guides them throughout retirement. Eric continues to educate himself to stay at the forefront of planning and investments for his clients. Eric has a television show on Saturday mornings on CW and on Sunday mornings on ABC, as well as a radio show on 92.5 Fox News. He continues to write and educate people on his blog at www.erickearneyblog.com and currently teaches a wealth management course titled Rejuvenate Your Retirement and Foundation for Retirement at both FSW and FGCU to successful pre and post retirees..
Joseph arrived at Retirement Wealth Advisors in 2017, his passion for finance and helping others has grown since. Joseph earned his Associates Degree while graduating high school at the same time and graduated from Florida Gulf Coast University with a bachelor of finance and a concentration in financial services. Joseph currently holds his Series 65 securities license and is working on becoming a Certified Financial Planner.
Amy has been working as an independent advisor since 2001. Since day one, she has been a Fiduciary advisor, putting her clients’ needs first. Amy is actively involved in all aspects of pre and post retirement including creating customized plans, estate planning, portfolio development, and investment analysis. Amy is especially fond of helping women create the retirement they deserve, particularly those who are transitioning after divorce or the loss of a spouse. Amy lives in Raleigh, NC and splits her time between Retirement Wealth Advisors Raleigh and Cape Coral offices. She is an avid supporter of the boys and girls club of Raleigh where she developed and conducts the Bracelet project, an entrepreneurship program targeted to tween girls. Amy earned her Master degree of business in 1991. She also holds a series 65 securities license and a life and health license in North Carolina and Florida.
Donna has been working with financial advisors around the United States, United Kingdom, and Australia since 2013. She relocated to Southwest Florida in 2016. “My favorite aspects of my job is to put together the pieces of someone’s life so they can clearly see where they are today. It is tremendously satisfying to show people how their actions (big and small), even with mistakes and setbacks, have put them in a situation that is stronger than they could of imagined. Giving clients that peace of mind through planning and educating them on financial situation and options is core reason why I chose to be a Financial Planner.” Donna is a Certified Financial Planner®, Global Financial Planner (US), and a Behavioral Finance Advisor. The cross section of certifications across multiple disciplines in Financial Planning, allows Donna to take a thorough and dynamic approach to planning with individual clients. She remains active in these communities within financial planning, facilitating educational conferences, both domestically and abroad. Donna earned a Bachelor of Science Degree from Penn State University and holds a Certificate in Financial Planning from the Terry College of Business at the University of Georgia. Donna is also a Behavioral Finance Advisor which emphasizes a holistic approach to financial planning. Outside of professional pursuits, Donna loves to travel to locations where she can indulge her hobby of underwater photography. She lives in Southwest Florida with her significant other Jason and their family of rescued animals – Scotty, Sanibel, Sassafras and Skyler.
