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St. Louis

Eric Schaefer

CFP®, FBS

Wealth Advisor

190 Carondelet Plaza, Suite 600
St. Louis, MO 63105

Eric Schaefer

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Eric Schaefer

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • FBS – Certified Financial Behavior Specialist®

About Eric

While very much an introvert by nature, building relationships with clients is one of those rare areas where Eric opens up and seeks out deep, meaningful conversations and relationships with others.

Eric works directly with clients to help take some of the friction out of financial solution exploration. He helps them identify their passions and build a custom plan to achieve their short-term and long-term pursuits.

While Eric and his wife currently reside in St. Louis, they met while he was deployed in Afghanistan. Upon returning to the States, they were engaged and married within three months. For the last eight years their life has centered around their daughter and her pets, Sophie and Skye.

Education and Professional Milestones

-University of Illinois - bachelor’s degree in financial planning

-Creighton University - master of business administration with an emphasis on financial psychology

-Joined Focus Partners Wealth in 2020

-Was an associate advisor at GreenCourse Financial Advisors

-Has served as in the U.S. Army domestically and abroad as an airborne infantry squad leader

-Volunteers with the Wounded Warrior Project

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