Eric Corbeg is a CERTIFIED FINANCIAL PLANNER™ professional and President of Anchor Wealth Partners, located in Waukesha, WI. He holds a Bachelor of Business Administration in Finance which he obtained from the Lubar School of Business at the University of Wisconsin-Milwaukee. In 2011, he began his career as a financial advisor with Waddell & Reed then started Anchor Wealth Partners in 2021 with his wife, Melissa, who is also a financial advisor with the firm.
Eric works with individuals, families and small businesses to help them pursue their financial goals. He believes in taking a financial planning first approach with his clients and their investments by creating personalized financial plans. Throughout this process, he is passionate in teaching individuals about their current financial position, and implementing strategies that can help them improve their unique situations.
Eric frequently hosts events throughout the year which allows him to build a more personal relationship with his clients. These are typically social events, mixing fun with brief market updates or hot topics in the economy. He also holds educational workshops several times a year.
Eric and his wife Melissa have four children, Connor, Lucas, Rhyan and Keegan. Eric spends his free time with family and friends enjoying one of his many hobbies. He’s an avid sportsman, competitive in Sporting Clays, likes to golf and cook. He is actively involved in many organizations to give back to the things he is passionate about.
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