Eric Siefert, CFP®, ChFC®, CFS®
Director, Investment Solutions
Eric has been with Renaissance since 1998, serving the firm as Portfolio Accountant and Lead Trader before moving into his current role as Director of Investment Solutions. Starting at the lowest level and working his way up, Eric has supported Renaissance’s Investment Advisory division growth from $300 million to $ 5.6 billion as of October 2022.
His vast experience with mutual funds, investments, asset allocation and retirement income strategies enable him to be a leader in the Investment Advisory team providing customized portfolio designs.
Working directly with clients and advisors, Eric’s commitment to making a difference in people’s lives both inside and outside the organization is evident in his continued education and professional development. Eric holds the designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Fund Specialist (CFS®). Eric is a proud alumnus of the University of Mississippi where he earned degrees in Sociology and Political Science.
Registered Representative offering securities through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Renaissance Financial Corporation is independently owned and operated.