Eric Jorgensen

Eric Jorgensen

CFP®, ChFEBC

Eric is a Financial Advisor who helps clients save for retirement, achieve financial independence and build, manage, and preserve wealth.

  • About Eric
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Financial Planner at MainStreet Financial Planning, Inc
Address
1775 Eye Street NW
Washington DC, 20006
Phone
(888) 897-6743
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About Eric

I'm a fee-only, hourly or project based financial planner. I don't sell financial products and I don't manage investment accounts. I solely provide financial advice.

Eric Jorgensen is a Financial Planner in the firm of Main Street Financial Planning, Inc. Prior to joining MainStreet Financial, Eric was an Agent with Northwestern Mutual and had a distinguished 20-year Navy career.

Eric is a Certified Financial Planner and Chartered Federal Employee Benefits Consultant. He earned his BA in Business Administration from St. Leo University and is currently enrolled in a dual Masters of Finance/MBA degree program at University of Maryland University College (UMUC).

Eric was wi...

Education

  • BA, Business Management, St Leo University
  • MS, Financial Management and Information Systems, UMUC

Certifications

Registrations
Designations
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Tips from Eric

Eric's videos

  • AFTER ALL, ONE FAMILY'S STORY ERIC JORGENSEN THE ARC OF MONTGOMERY COUNTY

Typical Clients & Fee Structure

Typical Clients

People near retirement
Widows/widowers
Public Employees

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.