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Meet Eric

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Eric Heilmann, CFP®

Retirement Benefits Specialist Tax Sheltered Plans

(216) 615-7499

Since joining the financial services industry in 2002, Eric Heilmann has developed an understanding of the importance of developing customized strategies for each of his clients based on their needs. Eric provides financial planning, wealth protection strategies, and estate strategies through a broad range of financial products and services. He focuses on retirement and financial planning for public school employees. As a Financial Consultant with Equitable Advisors, he offers insurance and investment strategies through over 100 companies, through the Equitable Network, LLC, an insurance-brokerage affiliate. Eric is a CERTIFIED FINANCIAL PLANNER™  professional and has obtained his FINRA Securities Registrations Series 7 in addition to his Life, Health, and long term care insurance licenses.

Eric completed his studies at Bowling Green State University and currently lives in Elyria, Ohio with his wife Jenn and their daughters Emilee and Katelynn.

CFP® and CERTFIFED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.