Eric Corbeg, is a Certified Financial Planner™ and Partner at Anchor Wealth Partners, located in Waukesha, WI. He pursued his education at the University of Wisconsin-Milwaukee, earning a Bachelor of Business Administration in Finance. Over the course of 12 years, Eric has been a guiding force, passionately assisting individuals, families, and small businesses in achieving their financial goals.
Specializing in guiding clients through the transition phase of retirement, Eric's approach is dedicated to simplifying this process through comprehensive financial planning and investment management. His casual and approachable personality shines through in his commitment to helping clients, underscored by his dedication to building lasting relationships. Rooted in his belief of creating clients for life, Eric achieves this through educational initiatives and dynamic events. This laid-back style and genuine enthusiasm are integral to Eric's personal touch, complementing his professional expertise. Through this unique approach, Eric ensures that financial planning becomes an enriching and accessible experience for all.
Beyond his professional pursuits, Eric is a devoted family man. Married to Melissa Corbeg, the couple has four children – Connor, Lucas, Rhyan, and Keegan. In his leisure time, Eric enjoys bonding with family and friends over shared interests in hunting, fishing, sporting clays, golf, and cooking.
To learn more about how Eric works with his clients, please call or email to schedule a time to talk.
Eric has the following licenses and designations:
Series 7 & 66 Examinations (with LPL Financial)
CERTIFIED FINANCIAL PLANNER™
Intermediary Insurance Licenses for Accident, Health, Life, Variable Life and Variable Annuity. Licensed in WI, AZ, CA, FL, MN, and NV